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Our financial advice team


Angela K Schwartz, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Angela K Schwartz

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Legacy Financial Partners
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Accounting and Finance - Dickinson State University, 2016
  • BS, Business Administration - Dickinson State University, 2016

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work, 2021

Professional associations

  • BNI Power Partners

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 enjoy spending as much time as I can with my family - Chris, Macen and Jaxen. We love spending time outside, especially at the lake.

My hobbies include softball, golfing, and running. Macen (11) and Jaxen (6) participate in hockey, soccer, and baseball so we love attending their games and watching them grow.