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Our financial advice team


Korrie Trier

Korrie Trier

CFP®, APMA®

Financial Advisor

Financial Planning Specialist
River Prairie Wealth Partners
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Saving for Education

Interests

Erik and I have a passion for being active through CrossFit, Spartan races and bike riding. We also enjoy spoiling our Goldendoodle, Lincoln.

My hobbies include: Golfing, reading, traveling, and cooking.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life & Health Insurance Licenses

Education

  • B.S., Business Finance, University of Wisconsin - Eau Claire
  • A.S., Business Administration, Gogebic Community College

Professional associations

  • Young Professionals of the Chippewa Valley

Community participation

My team and I are passionate about spreading financial literacy and believe a responsible relationship with money starts early. Partnering with the Chamber of Commerce and local school districts we give an eye-opening experience to kids in high school through the Real Life Academy, a day-long event where kids navigate a real-life simulation where they face tough financial decisions adults make daily.