Kathy Schneider

Private Wealth Advisor, Ameriprise Financial Services, LLC | 36 Years of Experience | Five Star Wealth Manager, 2014, 2015, 2016, 2017, 2021, 2022, 2023, 2024, 2025

Role
Private Wealth Advisor at Ameriprise Financial Services, LLC
Location
Boca Raton, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kathy Schneider

Email: k••••••••@ampf.com // Office: 95••••••61 Office of Kathy E…

Experience

  1. Private Wealth Advisor

    Ameriprise Financial Services, LLC

    Apr 1988 — Present · Bloomington, MN, US

    Office of Kathy E. Schneider, A private wealth advisory practice of Ameriprise Financial Services, LLC.I have extensive experience in helping affluent clients preserve and grow their wealth. I possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. I help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.

Education

  • St. Cloud State University

    B.S.

    1984 — 1988

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Kathy Schneider — Private Wealth Advisor at Ameriprise Financial Services, LLC in Boca Raton, FL, US | Unifers