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James R Blakey, Financial Advisor serving the Wausau, WI area - Ameriprise Advisors

James R Blakey

Financial Advisor

StrongBridge Wealth Advisors
26
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 15 reviews

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

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies

Education

  • B.S., B.A. 1981 in Finance and Marketing from University of Denver

Awards & recognition

  • Ameriprise Circle of Success, 2014

Community participation

  • Past President of OTTS Garage , 2007 to 2013, a not for profit Christian faith based youth center located in Merrill, Wisconsin.
  • Past treasurer of Merrill Bible Church for years 2000 to 2010.
  • Active as a Trustee and serving in various capacities for Riverside Bible Conference.

Interests

Spending time with my wife, Beccy and four children, Hannah, William, Amelia and Walter.

Active with our church and various Christian ministries.

Love to spend time outdoors and at sporting events in Wisconsin.