Our financial advice team

Theresa Pflieger, Associate Financial Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

Theresa Pflieger

MBA

Associate Financial Advisor

Summit Wealth Management
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
720.513.2002
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
  • Women's Financial Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Investment Management

Education

  • MBA, Finance & Strategic Management, Northwestern University - Kellogg School of Management
  • BS, Accounting, University of Nebraska - Lincoln

Awards & recognition

  • Summit Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Summit Wealth Management, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Managing Director, Charles Schwab & Co., Inc., 2020-2021, Lone Tree, CO, 1
  • Vice President, Ameriprise Financial Services Inc., 2004-2019, Minneapolis, MN, 15

Community participation

Summit Wealth Management Team Volunteering at Food Bank of the Rockies
Summit Wealth Management Team Volunteering at Food Bank of the Rockies
  • Ameriprise National Day of Service - annual participant
  • Food Bank of the Rockies - warehouse volunteer
  • Invest in Kids - Jane-a-Thon sponsor
  • Board Member Baby's Space/Tatanka Academy November 2014-July 2018

Interests

  • Traveling with family and friends
  • Reading
  • Barre class
  • Hiking

My photos

4 albums
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Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Summit Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Connect with us

Theresa Pflieger may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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