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Jean Koehler, Ameriprise Financial Services Inc

Jean Koehler, Ameriprise Financial Services Inc

Location

55 E Huntington Dr Ste 340 Arcadia CA United States 91006

Opening Hours


Parking : Private Lot


About Business

A financial advisory practice of Ameriprise Financial Services, Inc.
My Approach
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Qualifications
Business Financial Advisor
CLTC Certified Long Term Care

Areas of Focus
Retirement Planning Strategies
Small Business
Domestic Partner Planning
Estate Planning Strategies
Saving for Education
Women's Financial Strategies
Charitable Giving
Employee Stock Options

Interests
Art - started college as an art major then switched to business, Architecture - we built our house, Jazz, Gardening (especially vegetables), Cooking-its part of my daily unwinding, Travel- which I don't do enough of.

Awards & Recognition
Million Dollar Roundtable, 2006, 2013
FIVE STAR Wealth Manager, 2013, 2014, 2015
Ameriprise Financial President's Recognition Award, 2005

Community Participation
Inner Circle supporter for Los Angeles Center Theatre Group,
Patron member of LACMA (Los Angeles County Museum of Art)
California Jaycee Pearl #29
Past President of California Jaycee Women

Working Together
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct business in AK, AZ, CO, FL, GA, IL, MN, NC, NM, NV, NY, OR, PA, SC, TN, WA.

CA Insurance #0C96997

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.
Please visit www.ameriprise.com/social for more important disclosures and information.


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