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Kieric Wilcox, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Kieric Wilcox

CFP®, APMA

Associate Financial Advisor

Wealthbridge Advisors
3
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
  • Christian Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License

Education

  • B.S. Finance, George Fox University

Awards & recognition

  • Wealthbridge Advisors, Ameriprise Client Experience Award, 2020, 2021

Community participation

I support my local church. I consistently serve as part of my church helping in my surrounding community.

I support Public Safety Chaplaincy. This organization is dear to my heart as my father-in-law diligently serves as one of the Chaplains in the local area.

Interests

Hiking, camping, reading, archery