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Our financial advice team


Craig Jones, Financial Advisor serving the Fremont, NE area - Ameriprise Advisors

Craig Jones

APMA

Financial Advisor

Wealth Partners
6
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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Retirement Plan Distribution
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning 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

  • B.A., Journalism - Creighton University, 1993

Awards & recognition

  • Wealth Partners, Ameriprise Client Experience Award, 2020,2022
  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

I have been teaching sixth grade Religious Formation at St. Patrick's Church since 2013. I got involved teaching because I think its important to share our experiences with the next generation.

Interests

*Family: My wife Ami and I have four children, Sydney, Maddie, Nathan and Davis

*Church: Ami and I are very active in St. Patrick's Church in Fremont.

*Outdoors: We love spending our summers camping and boating.

*Travel: Favorite trips include Yellowstone, Northern Michigan, Belgium and Rome.