Rath, Walling & Associates

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • We put clients first

    Consumers rate Ameriprise #1 in the investment industry for trust, loyalty and customer service.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we help our clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes, and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)