Jonathan Baety - Financial Advisor, Ameriprise Financial Services, LLC 407 Blondeau Street, Keokuk, IA 52632

Welcome to Jonathan Baety - Financial Advisor, Ameriprise Financial Services, LLC, located at 407 Blondeau Street, Keokuk, Iowa 52632. Our mission is to provide comprehensive financial services tailored to meet the unique needs of our clients. As a trusted partner, Jonathan Baety holds multiple prestigious certifications that underscore his expertise and commitment to excellence in financial advising.

Jonathan is an Accredited Asset Management Specialist (AAMS™), ensuring he abides by a strict code of ethics and has mastered the art of applying investment concepts to real-world asset management situations. He is also an Accredited Domestic Partnership Advisor (ADPA™), skilled in wealth transfers, federal taxation, and planning for the financial and medical needs of domestic partners.

Additionally, Jonathan is recognized as an Accredited Investment Fiduciary (AIF®) and an Accredited Portfolio Management Advisor (APMA™), showcasing his comprehensive knowledge of fiduciary practices and portfolio management. His dedication to continuing education and ethical practice is evident in his extensive array of certifications, including the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®).

Whether you are planning for retirement, managing investments, or seeking advice on estate planning, Jonathan’s extensive training and diverse expertise equip him to guide you through every financial decision. Visit us to experience personalized financial advice that aligns with your goals and aspirations. Discover how Jonathan Baety can help you navigate your financial future with confidence and clarity.