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James C Lebahn, Private Wealth Advisor serving the Arden Hills, MN area - Ameriprise Advisors

James C Lebahn

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
TruCourse Advisors
34
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 14 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
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • B.A., Finance - St. Thomas University, 1990

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2014, 2016 - 2024
  • Ameriprise Client Experience Award, 2021
  • TruCourse Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

TruCourse Advisors - Community participation photo

Northeast Residence, Inc.

Twin Cities Habitat for Humanity

Second Harvest Hartland

Feed My Starving Children

Interests

  • I spend most weekends at my cabin with my wife and two beautiful daughters.
  • I enjoy hiking, biking, swimming, sailboarding, kayaking, boating, water skiing.
  • In July, 2012 I successfully finished my first triathlon! In 2016, my oldest daughter did it with me.
  • We love exploring State and National Parks.

To learn more about me and my practice, please click on the Facebook button above.