Financial Advisor Melissa Lueth in St James, MN | Wealth Management Solutions
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Melissa Lueth, Financial Advisor serving the St James, MN area - Ameriprise Advisors

Melissa Lueth

MBA, APMA

Financial Advisor

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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Investment Management
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Master of Business Administration - Southwest Minnesota State University, 2011
  • B.S., Accounting and Human Resources - Winona State University, 2009

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022, 2023
  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024
  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

  • Active member of the St. James Rotary Club
  • Active member of the St. James Mayo Clinic board
  • Active member of the St. James Area Foundation Board
  • Active member of the Sunday School Committee
  • Previously served on the 6th District Ethics Committee

Interests

  • Spending time with our growing and busy kids. Eva (3) will start preschool next year and Blake (2) loves spending time outside.
  • Enjoy going on family trips, whether going camping locally or a weekend get away.
  • Braedy and I greatly enjoy attending Wild hockey games when we can.