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Our financial advice team


Renee Volk, Financial Advisor serving the St Cloud, MN area - Ameriprise Advisors

Renee Volk

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Proviant Group
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 9 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
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Insurance
  • Family Finances
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Bachelor of Science, International Business and Economics, St. Catherine University, St. Paul, MN
  • Bachelor of Science, Marketing and Management, St. Catherine University, St. Paul, MN

Awards & recognition

  • Proviant Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Professional associations

  • Angel Foundation™, Cancer Care, Volunteer Financial Planner

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

I enjoy traveling, hiking, snorkeling, biking, skiing, volunteering in the community and spending time with family and friends.

Our Name

Proviant is a combination of the words “proactive” and “viante”.

Pro(active):

We take a passionate, proactive stance on planning as a means to help you prepare for your future. We believe it is the only way to be fully prepared, so there can be fewer surprises in the end.

Viant(e):

“Viante”, from the word “via”, means traveling through in route to a destination. The destination at hand here is your financial future. As your financial advisors, we will guide you in your journey to reaching your financial goals.