Ivan A. Schleder
Financial Advisor, Ameriprise Financial Services, LLC | 20 years of experience
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Ivan A. Schleder
You are not just another face in the crowd.You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.AREAS OF FOCUS- Investment Management- Retirement Planning Strategies- Executive Compensation and Benefit Strategies- Domestic Partner Planning- Retirement Income Strategies- Retirement Plan Distribution- Women\'s Financial Strategies- Saving for Education- Tax Planning Strategies- Social Security Retirement Benefits- Estate Planning Strategies- Wealth Preservation Strategies- Business Retirement Plans- Charitable Giving- InsuranceSubscribe to my newsletter at: & aid=i••••••••@ampf.com & session=8D89B6
Experience
Financial Advisor
Ameriprise Financial Services, LLC
May 2001 — Present
AREAS OF FOCUS- Investment Management- Retirement Planning Strategies- Executive Compensation and Benefit Strategies- Domestic Partner Planning- Retirement Income Strategies- Retirement Plan Distribution- Women\'s Financial Strategies- Saving for Education- Tax Planning Strategies- Social Security Retirement Benefits- Estate Planning Strategies- Wealth Preservation Strategies- Business Retirement Plans- Charitable Giving- Insurance
Education
University of St. Thomas
Bachelor of Arts
1996
College for Financial Planning
AWMA®, Accredited Wealth Management Advisor
2017 — 2018
Certified Financial Planner-Board of Standards, Inc.
CFP® Financial Planning, Comprehensive financial planning
2004 — 2005
The American College of Financial Services
ChFC®, Chartered Financial Consultant
2005 — 2006
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
2017 — 2018
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.