The Willkommen Committee recently met with John Holmquist, Dennis Paul, and Greg Leuthold from Ameriprise Financial to celebrate them achieving their Accredited Portfolio Management Advisor (APMA) designation from the College of Financial Planning! This curriculum gives “hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions, to include determining sell, hold, and buy decisions within a client’s portfolio.”
Ameriprise Financial’s goal is to help clients attain financial goals and be confident about their future. They look at where a client is at financially and see if they are on the right track to retirement. The New Ulm location is at 510 2nd St N. They currently have 5 financial advisors and are in the process of hiring more.
For more information about the New Ulm Ameriprise team click here! Or check them out on Facebook!
In the photo are: Linda Neigebauer, Alliance Bank; John Holmquist, Dennis Paul, and Greg Leuthold, Ameriprise Financial; and Kim Hanson, New Ulm Real Estate.