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Our financial advice team


Tania M Meyer, Financial Advisor serving the Marshfield, WI area - Ameriprise Advisors

Tania M Meyer

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Lifescape Wealth
30
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 Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63

Education

  • Bachelor of Science University of Wisconsin Green Bay 1993

Awards & recognition

  • Lifescape Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Lifescape Wealth, Ameriprise Client Experience Award, 2021, 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 husband Dave and I have 3 children: Brandon, Tyler, and Courtney. I enjoy spending time with my family, golfing, and playing tennis. I also enjoy supporting my children in their many activities!

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Lifescape Wealth has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.