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Our financial advice team


Joe Green, Associate Financial Advisor serving the St Joseph, MI area - Ameriprise Advisors

Joe Green

Associate Financial Advisor

Wales Wealth Management Group
9
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education

Education

  • Bachelor of Arts, Organizational Management, Anderson University

Awards & recognition

  • Wales Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2025

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