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James Braaten, Financial Advisor serving the Savage, MN area - Ameriprise Advisors

James Braaten

AAMS, AWMA℠

Financial Advisor

Business Financial Advisor
Medallion Financial Advisors
21
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 3 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
  • Small Business
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • Bachelor of Science, History, University of Minnesota - Twin Cities, Minnesota

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  • Medallion Financial Advisors, Ameriprise Client Experience Award, 2020, 2021

Community participation

Holy Trinity by the Lake Episcopal Church: Heath, TX, Member

Dallas Arboretum & Botanical Gardens: Dallas, TX, Member

Fine Arts Chamber Players: Supports free concerts and music education, Volunteer

Interests

While I help my clients plan for their futures, I live and encourage others to make the most of today! A good personal motto is "Carpe Diem" - "Seize the Day!" Some of my favorite activities and interests are:

  • Reading
  • Scuba Diving
  • Sports (both playing and watching)
  • Movies
  • Cooking
  • Traveling
  • Flying
  • Sailing