Our financial advice team

Julie Powers, Financial Advisor serving the Alpena, MI area - Ameriprise Advisors

Julie Powers

Financial Advisor

OsborneKlein
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Small Business
  • Estate Planning Strategies

Education

  • Bachelor in Business Administration and Management - Alpena Community College

Awards & recognition

  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2021-2023
  • OsborneKlein, Ameriprise Client Experience Award, 2023

Previous experience

  • Director - Investments at Oppenheimer & Co. Inc., 2016 to 2023
  • Financial Advisor at First Federal of Nothern Michigan/Infinex Investments Inc., 2014 to 2016
  • C.A.R.E. Bank Investment Program Trainer at Infinex Investments, Inc., 2013 to 2014
  • Financial Advisor at Bank of Alpena/Infinex Investments, Inc., 2007 to 2014
  • Financial Paraplanner at Independent Financial Planning Firm, 1986 to 2006

My Transition to Ameriprise

Click HERE to view a quick video about my transition to OsborneKlein of Ameriprise Financial.

Connect with us

Julie Powers may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2005-2024 Ameriprise Financial, Inc. All rights reserved.