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Jason Gedert, Private Wealth Advisor serving the Tiffin, OH area - Ameriprise Advisors

Jason Gedert

CFP®

Private Wealth Advisor

OnPoint Financial Solutions

An Ameriprise Private Wealth Advisor

27
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
  • Estate Planning Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science in Business Administration, Finance, 1997, Bowling Green State University

Professional associations

  • Financial Planning Association

Community participation

For over ten years I have served on the Board of Directors for Lakes of the North. A 5,000 member recreational community in Northern Michigan

Interests

  • Enjoy going to Soccer and Volleyball Tournaments with my daughters, Kendall and Kayla.
  • Our family spends a lot of time in Northern Michigan. We enjoy the outdoors, hiking, snowmobiling, and playing on the lakes.
  • I am an active pilot. We use the plane for family vacations and visiting clients who are out of state.