Financial Advisor Sonia Hicks in McPherson, KS | Rise Private Wealth Management
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Sonia Hicks, Private Wealth Advisor serving the McPherson, KS area - Ameriprise Advisors

Sonia Hicks

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Rise Private Wealth Management

An Ameriprise Private Wealth Advisor

14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
See disclosures

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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Cash Flow Management Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Finance and Management, B.S., McPherson College, 2006-2010

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Rise Private Wealth Management, Ameriprise Client Experience Award, 2022,2023
  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023

Community participation

  • We live in a small town about 20 minutes from the office. We attend community events as often as possible.
  • Little River Learning Center in Little River
  • First and second grade flag football
  • Meals on wheels
  • Volunteering as a student debt mentor for McPherson College

Interests

* Helping people

* Camping & boating

* Watching NFL games

* Following College Basketball

* Relaxing and reading a good romance, mystery or thriller book

* Watching movies

* Spending time with husband and our three kids