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
Finance & AccountingView LinkedIn profile

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

  1. 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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Doug Milbrath — Financial Advisor, Business Financial Advisor, & Franchise Owner at Ameriprise Financial Services, LLC in Minneapolis, MN, US | Unifers