TOP 30 Adpa financial planner in Live Oak, Texas

8 results found

Katya L Thompson-Cantu is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, 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®, 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 a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Katya is dedicated to providing comprehensive and personalized financial advice to her clients, including retirees, small business owners, and high net worth individuals. With her expertise and commitment to ethical practices, she helps clients make informed decisions to achieve their financial goals.

Jeff Woodcock - Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. They offer a range of services and certifications to meet the diverse needs of their clients. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. The professionals at Jeff Woodcock - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to help their clients achieve their financial goals.

Karen J Reinertson is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Karen specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Karen has the expertise and knowledge to help you achieve your financial goals. Contact Karen J Reinertson at Ameriprise Financial Services, LLC for personalized financial advice tailored to your specific needs.

Douglas J Bock - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. They offer a range of financial services and expertise in various areas such as asset management, retirement planning, estate planning, and investment strategies. The advisors at this institution hold 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 their commitment to providing high-quality, comprehensive financial advice to their clients.

Bethany Davis is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. Bethany 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and tax planning. Bethany is dedicated to providing expert financial advice to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.

Wes Garner - Financial Advisor, Ameriprise Financial Services, LLC, located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States, offers a wide range of financial services and expertise. Wes Garner holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you are planning for retirement, estate planning, or need assistance with investment strategies, Wes Garner is equipped to help. With a focus on ethics and comprehensive knowledge, Wes Garner is dedicated to helping individuals achieve their financial goals.

David Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 1 IKEA-RBFCU Parkway in Live Oak, Texas, United States. David Matthews 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various aspects of financial planning including asset management, retirement planning, estate planning, investment management, and more. David Matthews is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring their financial goals and needs are met with the highest level of professionalism and integrity.

David E Stanley - Ameriprise Financial Services, LLC is a finance institution located at 1 IKEA-RBFCU Parkway, Live Oak, Texas, United States. They offer a range of certifications and designations 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 a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and services to individuals and businesses, ensuring their clients' financial needs are met with professionalism and integrity.