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Our financial advice team


Joel Bird, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

Joel Bird

CFP®, BFA, CRPC, APMA, CLTC®

Private Wealth Advisor

Chief Executive Officer of
Legacy Financial Partners

An Ameriprise Private Wealth Advisor

25
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
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care
  • Series 7 License
  • Series 66 License

Education

  • Bachelor of Accountancy University of North Dakota 1999

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Ameriprise Chairman's Advisory Council, 2019 - 2025
  • Barron’s Top 1,200 Financial Advisors, 2018 - 2025
  • Ameriprise Circle of Success, 2016 - 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2024
  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024-2025
  • Barron’s Top 100 Independent Financial Advisors, 2023 - 2024
  • Forbes Best-in-State Wealth Advisors, 2018, 2020 - 2025
  • Forbes Top 250 Wealth Advisors, 2024, 2025
  • AdvisorHub Advisors to Watch (over $1Bil), 2023, 2024
  • Ameriprise Circle of Success Diamond Ring, 2023
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Prairie Business Leaders & Legacies Award, 2023
  • Financial Times 400 Top Financial Advisers, 2019 - 2020
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

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

  • UND FIN 470 Student Investment Fund II - Guest Lecturer
  • Good Shepherd Lutheran Church - Confirmation Leader Past Board & Endowment Council Member
  • Leadership Bismarck-Mandan Alumni Association - Member & Past Board Member
  • Century High School Softball Booster - Board Member
  • Missouri Slope Investment Committee – Board Member

Interests

There are many things I enjoy- friends and fellowship, good food, sunny weather, taking in my children's sports and school activities, microbrews, traveling, financial markets theory, great movies and outdoor activities. My clients are a huge part of my life, and I cannot begin to tell you how much I enjoy working with them!

Most of all, I love my daughters Skylar, Gabriella, and Lylianah, my son Oliver, my wife Jennifer, and grandchildren Isla, Jay and Eden.

Legacy Financial Partners' Core Values

Legacy Financial Partners strives to create an extraordinary client and community focused experience founded on the organization’s core values.

Legacy Financial Partners is dedicated to providing an exceptional client and community-centered experience grounded in our core values.

  • Service
  • Leadership
  • Integrity
  • Community
  • Excellence

We will maintain focus on the significance of our core values and the initiatives we undertake to establish a lasting legacy for our clients, communities, and team.