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Our financial advice team


Jeff Boehm, Financial Advisor serving the Minocqua, WI area - Ameriprise Advisors

Jeff Boehm

RICP®, APMA, CEPA®

Financial Advisor

Hermening Financial Group
26
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

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Christian Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments

Qualifications

  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®
  • FINRA Series 7,63,65,24 & Life & Health Insurance

Awards & recognition

  • Ameriprise Client Experience Award, 2020

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

I enjoy doing volunteer work with my church and youth in our community.

Interests

When not working, I enjoy running - including Ultra races - camping and spending time with my family and friends.