Unclaimed
Amy Suzanne Knapp is a financial advisor registered with Ameriprise Financial Services, LLC. Amy is a CERTIFIED FINANCIAL PLANNER™ professional. Amy has been working in the financial services industry since November 3, 1994. Amy's firm is based in Minneapolis, MN. Amy specializes in providing financial planning and investment advice to individuals and families, as well as businesses and charitable organizations. Amy has a strong track record of helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
02/13/2012 - Present
Ameriprise Financial Services, LLC (CONIFER CO)
MN
11/04/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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