Unclaimed
James Deichmann is a financial advisor who has been in the industry since November 2021. James is registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in Nebraska and Texas. James previously worked with Thrivent Investment Management Inc. James is a Series 7TO and Series 65 licensed advisor. James provides financial planning and investment advice services to individuals, businesses, trusts/estates, charitable organizations, pension and profit-sharing plans, and corporations. James also provides asset allocation and publication of periodicals services.
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
NE
06/27/2024 - Present
Ameriprise Financial Services, LLC (Norfolk NE)
OH
11/04/2021 - 06/27/2023
THRIVENT INVESTMENT MANAGEMENT INC. (PERRYSBURG OH)
BC
Issued 03/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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