Doug Milbrath
Financial Advisor and Business Financial Advisor, an Ameriprise Platinum Financial Services practice
- Role
- Financial Advisor, Business Financial Advisor, & Franchise Owner at Ameriprise Financial Services, LLC
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Doug Milbrath
30 years as a Financial Advisor with Ameriprise Financial Services, LLC. CRPC (Chartered Retirement Planning Counselor). An Ameriprise Platinum Financial Services® practice.I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients\' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they\'ve already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.(952) of Focus: Retirement Planning StrategiesFamily FinancesSaving for EducationEstate Planning StrategiesSmall BusinessCharitable Giving
Experience
Financial Advisor, Business Financial Advisor, & Franchise Owner
Ameriprise Financial Services, LLC
Sep 1991 — Present · Edina, MN, US
Education
College for Financial Planning
CRPC, Retirement Planning
2010 — 2010
Luther College
BA, Management
1986 — 1990
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