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Our financial advice team


Timothy J Gillespie, Private Wealth Advisor serving the LaCrosse, WI area - Ameriprise Advisors

Timothy J Gillespie

CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Gillespie & Associates

An Ameriprise Private Wealth Advisor

32
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
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care

Education

  • University of Wisconsin- Stout, Bachelors Degree 1978
  • College for Financial Planning-Chartered Retirement Planning Counselor 2009

Awards & recognition

  • Ameriprise Circle of Success, 2009-2024
  • Ameriprise Circle of Success Diamond Ring, 2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

I enjoy and am heavily involved in community participation in my town.

I love spending time with my family, including my wonderful children and grandchildren.

I also enjoy outdoor activities, including hiking the bluffs.

How ready are you to retire?

Knowing exactly how much you need to retire is one of the most important steps in planning for your future. A clear number helps you make informed decisions about saving, spending, and when to retire. The 5 to 10 years leading up to retirement are critical. This is the time to fine-tune your plan, consider income strategies, manage taxes, and prepare for health care costs. Working with a financial advisor during this phase can help you navigate the details and avoid common missteps. The goal is to retire with clarity and confidence in your plan.