Our financial planning focused team is dedicated to providing our clients with quality service, advice, and guidance that they deserve. After serving clients throughout the Midwest and across the US for more than 20 years, our wealth management team, is committed to providing the same to you. As a private wealth advisory practice of Ameriprise Financial Services, LLC, we offer a robust suite of financial planning tools, a comprehensive set of investments and solutions to meet your needs, an exceptional digital experience, and the confidence of working with a firm that has a 130-year history. On our team, you will find a dedicated client service, financial planning, and investment departments.
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Certified Financial Planner
Chartered Retirment Planning Counselor
University of Wisconsin - Madison (BA in Economics)
Behavioral Financial Advisor
B.S. in Child Development and Family Science; Minors: Business, Criminal Justice
Riley enjoys:
B.S. Finance from Drake University
ACCREDITED PORTFOLIO MANAGMENT ADVISOR™
Series 7
Series 63
Series 65
Life, Accident & Health Insurance Licenses
Bachelors of Science from Iowa State University
Series 7 and 66
Kim loves spending her time outside of work:
Associates Degree - Des Moines Area Community College
AAS Degree in Accounting Specialist and Administrative Assistant
Public Notary
Series 66
B.S. Financial Counseling and Planning - Iowa State University
B.S. in Financial Counseling and Planning, Iowa State University
A.A.S in Business Administration, DMACC
B.S. in Kinesiology and Public Health - Iowa State University
B.A. in Psychology, Iowa State University
B.A. in Public Relations, Northwestern College
Certified Administrative Professional® (CAP®)
Associates Degree in Management Assistant and Word Processing - Central Community College
Associates Degree in Human Resources and Organizational Leadership - Rasmussen University
B.S. in Event Management with minor in Hospitality Management - Iowa State University
Pursuing a Bachelor's Degree in Finance with a minor in Financial Counseling and Planning - Iowa State University
Pursuing Bachelor's Degree in Financial Counseling and Planning - Iowa State University
Pursuing Bachelor's Degree in Finance, Investment, and Banking & Risk Management and Insurance, and minors in Accounting and Spanish - University of Wisconsin Madison
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