TOP 30 Military financial advisor in Louisiana

15 results found

Eagle Financial Management Services LLC is a finance institution located at 400 Travis Street in Shreveport, Louisiana, United States. We understand that navigating the world of investing can be overwhelming with too many choices and too much information. That's why we are here to help you manage your investment portfolio in line with your goals and objectives. As a Registered Investment Advisor (RIA) Firm, we uphold a fiduciary duty to act in your best interest at all times. Our team, led by Managing Director Jack Ditt and Portfolio Manager Bill McCollum, has decades of experience in the financial industry. We are dedicated to providing absolute returns for our clients, regardless of market conditions. Jack Ditt, a U.S. Air Force veteran, holds an MBA degree from Louisiana Tech University and a BA in Economics from The Virginia Military Institute. Bill McCollum, a U.S. Army veteran, has an MS in Finance from the University of Houston-Clear Lake and a BBA in Finance from Baylor University.

First Command District Advisor - Jerad Houser is a finance institution located at 1325 Barksdale Boulevard, Bossier City, Louisiana, United States. This institution provides financial services through a team of dedicated Financial Advisors supervised by the District Advisor. A testimonial from a Financial Advisor is shared on their webpage to help potential recruits determine if a career as a Financial Advisor is a good fit for them. The testimonial is voluntary and not an advertisement for First Command's products or services. First Command does not discriminate in recruiting based on race, color, religion, national origin, sex, marital status, disability, age, or veteran status. All information provided by potential recruits will be reviewed carefully, but submission of an Advisor application does not guarantee entry into a Financial Advisor/Agent Agreement with First Command.

Chad Hauser is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6105 Line Avenue in Shreveport, Louisiana, United States. Chad holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Chad's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Chad is dedicated to providing comprehensive financial advice and solutions to individuals, retirees, small business owners, and high net worth clients.

Michael Upton is a Financial Advisor at Ameriprise Financial Services, LLC located at 207 Ansley Boulevard in Alexandria, Louisiana, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Michael Upton is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and military personnel.

Joey Bollinger - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 105 South 5th Street, Leesville, Louisiana, United States. Joey Bollinger holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Joey Bollinger specializes in providing comprehensive financial planning services, including wealth transfers, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Joey Bollinger is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a strong commitment to ethics and continuing education, Joey Bollinger ensures that clients receive expert advice tailored to their individual needs.

Bob Rivas - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6719 Perkins Road, Baton Rouge, Louisiana, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, insurance products, investment strategies, and more. The institution is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs such as military personnel and families with special needs children.

Kristin Parrish LeBlanc is a Financial Advisor at Ameriprise Financial Services, LLC, located at 37283 Swamp Road, Prairieville, Louisiana, United States. Kristin holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Kristin specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Kristin is dedicated to helping clients achieve their financial goals. As a trusted advisor with a strong commitment to ethical practices, Kristin is well-equipped to address the complex financial needs of her clients.

Timothy B Hunter is a Financial Advisor at Ameriprise Financial Services, LLC located at 9270 Siegen Lane in Baton Rouge, Louisiana, United States. Timothy holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Timothy's expertise in financial planning, wealth transfers, retirement planning, estate planning, investment management, risk management, and more. As a Certified Military Financial Advisor®, Timothy is also trained to serve veterans and active duty personnel. With a focus on ethical practices and comprehensive knowledge, Timothy provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Robert J Morris is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8235 YMCA Plaza Drive in Baton Rouge, Louisiana, United States. Robert holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Robert's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. As a Certified Military Financial Advisor®, Robert is also trained to serve veterans and active duty military personnel. With a focus on ethics and continuing education, Robert is dedicated to providing comprehensive financial advice and planning services to his clients.

Marc Miranne - Ameriprise Financial Services, LLC is a finance institution located at 4501 West Napoleon Avenue in Metairie, Louisiana, United States. The institution offers a range of certifications and designations to its professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and families. Professionals at Marc Miranne - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and services to individuals and businesses, ensuring they meet the highest standards of professionalism and ethics.

Jennifer Slimmer is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Galleria Boulevard in Metairie, Louisiana, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various individuals and businesses. Jennifer is committed to providing comprehensive and personalized financial advice to her clients, helping them achieve their financial goals and secure their financial future.

Scot Billeaudeau is a financial advisor at Ameriprise Financial Services, LLC located at 1601 Baronne Street in New Orleans, Louisiana, United States. Scot holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Scot specializes in providing expert financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Scot is dedicated to helping clients achieve their financial goals. Additionally, Scot is trained to assist veterans and military personnel with their unique financial needs. Contact Scot Billeaudeau at Ameriprise Financial Services, LLC for comprehensive and personalized financial planning services."

Thalia Christy Savvidis is a Financial Advisor at Ameriprise Financial Services, LLC located at 1100 Poydras Street in New Orleans, Louisiana, United States. Thalia holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thalia's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Thalia is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. As a Certified Military Financial Advisor®, Thalia also specializes in serving veterans and military personnel. With a focus on ethical practices and continuing education, Thalia is dedicated to helping clients achieve their financial goals and secure their financial future.

Lisa Schewe is a Financial Advisor at Ameriprise Financial Services, LLC located at 650 Poydras Street in New Orleans, Louisiana, United States. Lisa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Lisa's expertise in wealth management, retirement planning, estate planning, investment management, and more. Lisa is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Navy Federal Credit Union, located at 1770 South 5th Street in Leesville, Louisiana, is a full-service financial institution offering a range of services including banking, investing, and ATM access. With Digital Investor’s tools, you can start investing in just 10 minutes, whether you prefer automated or self-directed options. Our financial advisors can provide personalized guidance to help you create an investment strategy that aligns with your goals. For business owners, Navy Federal Credit Union offers assistance programs and guidance on selecting the right business credit card. Take advantage of military exclusives, low rates, and special offers designed for those who have served. Our member-exclusive offers and discounts can save you money on auto insurance, car rentals, and more.