Upcoming events

Birthday Dinner - Northfield, MN

CDT

Reunion, 501 Division Street South, Northfield, MN 55057

Financial Advisors Tate Running, APMA™ | Rex Running, CRPC™, APMA™

Join us for an exclusive birthday celebration, celebrating our clients' July, August, September, October, November and December birthdays. We’re excited to host this event again this year and would love for you to bring a guest or two who would enjoy it as much as you do. If there’s someone in your life you think would enjoy the evening and our approach to planning, we’d love to meet them. RSVP is required to attend. Please RSVP by October 9th.

MEAL OPTIONS: STEAK, PORKCHOP, SALMON, OR VEGETARIAN

Please add the meal selection for you and your guest(s) into the comments section.

To reserve a spot: call us at 507.663.0083 or email us at wealth-management-solutions@ampf.com
RSVP Online

There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.8247849ACMR0825

How new tax law changes may impact you

CDT

You must RSVP to receive access credentials for this event or seminar.

Aaron Wurm and Connor Wurm, Private Wealth Advisor and Financial Advisor - Wealth Management Solutions

The Financial Advisors of Wealth Management Solutions

The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.

To reserve a spot: email us at wealth-management-solutions@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Holidays at the Hormel Home - Austin, MN

CST

The Hormel Historic Home, 208 4th Avenue NW, Austin, MN 55912

Brianne Erickson, Private Wealth Advisor | Jamie Surdy, Private Wealth Advisor | Toby Hovelsrud, Private Wealth Advisor | Heather Nelson, Financial Advisor

Celebrate the season with us in the timeless elegance of the Hormel Historic Home. The evening will feature festive music, beautiful holiday lights and refreshments. Attire is flexible - please feel free to dress in festive or cocktail attire if you'd like.Please kindly RSVP by November 21st. RSVPs are required to attend. Only 1 RSVP per household is necessary. If bringing a guest, please add your guest(s) names into the comments section of the RSVP form. If you have any questions, please call our office.
We're excited to hose this event again this year and we invite you to bring a guest or two who would enjoy it as much as you do. If there's someone in your life you think would value our approach to planning, we'd love to meet them.

To reserve a spot: call us at 507.437.3523 or email us at wealth-management-solutions@ampf.com
RSVP Online

There is no cost or obligation.

The Compass is a trademark of Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Tailgate Pawty - St James, MN

CDT

Wealth Management Solutions Office, 805 1st St S, St James, MN 56081

Wealth Management Solutions, Watonwan County Human Society (WCHS) and St James Football Boosters

Join us for a Tailgate Pawty benefiting Watonwan County Humane Society.Food trucks | Meet Adoptable Pets | Free Will Item Donation Drive
Items in Need:

  • canned cat food
  • plastic litter boxes
  • life traps for adult cats
  • unscented clumping litter
  • cat toys
  • dog pill pockets
  • canned wet dog food
  • simple pocket folders
  • paper towels
  • bleach

Our practice is not allowed to accept cash or check donations at this event. There is no cost or obligation. These third-party organizations are not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.8359768ACMR0925

Mum Pick Up/Open House - Pine Island, MN

CDT

Our Office, 104 S Main Street, Pine Island, MN 55963

Financial Advisor, Pete Helland

We're mum-believably grateful for you! As a small token of appreciation, we'd love for you to stop by and pick out a beautiful mum plant - our way of saying thanks for trusting us with what matters most. Enjoy an open house to mingle, enjoy refreshments and select a mum plant to take home.
Open house is September 30th - October 1st from 9 AM - 5 PM
An RSVP is required to pick up a mum. One plant per household.

Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 8329136ACMR0925

Retain Your Brain: How to Age Proof Your Most Valuable Asset

CDT

You must RSVP to receive access credentials for this event or seminar.

Ryan Sullivan, Vice President and Managing Director of Applied Insights - Hartford Funds

The Financial Advisors of Wealth Management Solutions

Join us for a virtual workshop, Retain Your Brain: how to age-proof your most valuable asset. We'll cover:

  • Your age vs. your brain's age
  • The importance of brain health
  • How to age-proof your brain

This is an informational event. There is no cost orobligation.

Hartford Funds and their representatives are not affiliatedwith Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC.

Not FDIC or NCUA Insured | No Financial InstitutionGuarantee | May Lose Value

© 2025 Ameriprise Financial, Inc. All rights reserved.8184211ACMR0725

Navigating the Road to College

CDT

You must RSVP to receive access credentials for this event or seminar.

Jason Keller, Senior Wealth Planning Specialist - Franklin Templeton

Financial Advisors of Wealth Management Solutions

Navigating the Road to College is a virtual webinar that will help you understand the financing of a college education, identify the key planning considerations as well as create a student action plan.

This is aninformational event. There is no cost or obligation.

Franklin Templeton and their representatives are notaffiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC.

Not FDIC or NCUA Insured | No Financial InstitutionGuarantee | May Lose Value

© 2025 Ameriprise Financial, Inc. All rights reserved.7918596ACMR0525