Advisor profile


My approach

Vestana Ahlen - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Vestana Ahlen - My approach photo

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Saving for Education
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA, Business, Economics, German, Baker University, Baldwin City, KS

Interests

I enjoy relaxing and working on the farm with my family.
I like to meet people and be active in my community.
I enjoy reading great books.

Community participation

  • Cottonwood Foundation Board Director, Past President
  • Eudora Chamber of Commerce Member, 2000 to present
  • Lawrence KS Chamber of Commerce Member, 2000 to present

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., 05/27/2005 - Present
  • Vice President, Dean Witter / Morgan Stanley, 07/01/1985 - 05/27/2005