Our financial advice team

Sophi Heim, Financial Advisor serving the Rochester, MN area - Ameriprise Advisors

Sophi Heim

Financial Advisor

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

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies

Education

  • Bachelors, Finance and Accounting, University of Minnesota - Carlson School of Management, 2021

Previous experience

  • Financial Analyst, Polaris Industries, Compton, CA, 2020-2021
  • Audit Intern, Deloitte, Minneapolis, MN, 2020
  • Audit Intern, PwC, Minneapolis, MN, 2020
  • Audit Intern, Grant Thornton, Minneapolis, MN, 2020
  • Marketing Intern, HelpSystems, Eden Praire, MN, 2019

Interests

- Spending time with family & friends

- Being active - walking, running, golfing, hiking

- Reading

- Going to county music concerts

- Traveling