Joel Henline

Associate Financial Advisor at Moore & Associates a private wealth advisory practice of Ameriprise Financial Services, LLC

Role: Associate Financial Advisor at Moore & Associates at Ameriprise Financial Services, LLC
Location: Fort Wayne, IN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate Financial Advisor at Moore & Associates
Ameriprise Financial Services, LLC
Feb 2022 — Present · Fort Wayne, IN, US

Education

Indiana Institute of Technology
Bachelors, Business, Finance
1998 — 2001
Purdue University Fort Wayne
Masters of Business Administration
2008 — 2011

Skills

Financial Services
Series 6
Retirement Planning
Customer Service
Whole Life
Mortgage Lending
Mortgage Banking
Life Insurance
Long-Term Care
Brokers
Fixed Annuities
Permanent Life Insurance
Financial Analysis
Retirement
Risk Management
Term Life Insurance
Universal Life
Financial Planning
Financial Planners
Underwriting
Long Term Care Insurance
Disability Insurance
Insurance
Strategic Financial Planning
Key Person Insurance

Contact information

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Work email
•••••@ameriprise.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Ameriprise Financial Services, LLC

Financial Services · 18K employees · Founded 1894 · Minneapolis, Minnesota, United States

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.

ameriprise.com

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Experience

Associate Financial Advisor at Moore & Associates

Education

Indiana Institute of Technology

Purdue University Fort Wayne

Skills

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