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Our financial advice team


Ari Katz, Financial Advisor serving the Farmington Hills, MI area - Ameriprise Advisors

Ari Katz

MBA, APMA

Financial Advisor

Associate Vice President
Glanz Wealth Advisors
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Intergenerational Planning
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • M.B.A., Wayne State University, 2011
  • Series 7 and 66 licensed

Education

  • Wayne State University - MBA
  • Western Michigan University - BBA

Awards & recognition

  • Five Star Wealth Manager, 2019-2023
  • Glanz Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Professional associations

  • Wayne State University Alumni
  • Western Michigan University Alumni

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • I'm a fan of car racing and have attended every Detroit Grand Prix since 1992.
  • I enjoy showcasing my 1978 Datsun 280z at car shows and am an enthusiast of collector cars.
  • My entire life I've been an avid Red Wings hockey fan and season ticket holder for 31 years (1986/87 - 2017/18).
  • I enjoy exploring museums, zoos & aquariums and spending time with my wife Julie and daughters Sadie & Libby.

Honored to Receive Recognition

All of us at Glanz Wealth Advisors are honored to share that we've received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Glanz Wealth Advisors team and the great experience we work so hard to provide for our clients every day.