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Joshua Ely, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Joshua Ely

CFP®, AAMS, APMA, CKA®

Private Wealth Advisor

Integrate Wealth Management
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 11 reviews

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
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®

Education

  • BS Engineering, Industrial Distribution, Texas A&M University

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2010, 2015 – 2021
  • Five Star Wealth Manager, 2012, 2014-2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2022

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

My wife Yumi and I, reside in the Credit River Township along with our two beautiful daughters Hehmi and Bella . The girls attend Southeastern University and Lakeville South, and they enjoy photography and equestrian endeavors. When we aren't venturing through the Southeast during show season, our home life is filled with music, art, writing, walks with our labradoodle BB, and many visits with friends and family. We attend and serve at Hosanna! as a family, stewarding the resources God has trusted us with and seeking to bless others as we have been blessed.