AMERIPRISE FINANCIAL - Key Persons
A Ponzi scheme involves using money from new investors to provide a return - often much higher than typical market gains - to existing investors rather than using legitimate investment returns. Ponzi schemes fall apart when the money owed to the initial investors becomes greater than the amount that can be raised from new investors. Pyramid scheme operators may reach out via phone, email or word of mouth
A Roth IRA is tax free as long as investors leave the money in the account for at least 5 years and are 59 1/2 or older when they take distributions or meet another qualifying event, such as death, disability or purchase of a first home.
Joined the team in April 2005. Outside of the office, Alicia enjoys her monthly book club, baking and trying new recipes, and spending time with her husband and two children. Alicia resides in Southwest Wisconsin.
Job Titles:
- Advisor
- Associate
- Financial Advisor
- Associate Financial Advisor / CERTIFIED FINANCIAL PLANNER™ Practitioner
Joined the team in January 2015. Outside the office Jordan enjoys spending time with family and friends, along with spending time outdoors, and working with horses. Jordan grew up participating in Endurance Riding, where she would ride her horse 25-100 miles in a single day. She was given the chance of a lifetime to work with Endurance Horses in Doha, Qatar for 2 months.
Job Titles:
- Financial Planning Assistant
Justin joined the team in 2024. Outside of the office Justin enjoys playing sports and board games with his wife and daughter.
Job Titles:
- Advisor
- Private Wealth Advisor
- Private Wealth Advisor / CERTIFIED FINANCIAL PLANNER™ Practitioner
Joined the team in 2024. Outside of the office, Michelle enjoys spending time with her family and friends. She loves to travel and meet new people.