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Leslie E Joerke, Private Wealth Advisor serving the Brighton, MI area - Ameriprise Advisors

Leslie E Joerke

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Skyward Financial Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 29 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
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • BBA, Finance, Eastern Michigan University

Interests

Fishing with my husband, Mike

Gardening

Home improvements