Local financial advisors earn financial planning designation

Published 10:20 am Wednesday, August 17, 2016

Brianne Brede and Jamie Surdy financial advisors with Wealth Management Solutions, a financial advisory practice of Ameriprise Financial Services, Inc. in Austin have earned the professional designation Chartered Financial Consultant (ChFC).

Brede and Surdy each completed the ChFC requirements that include over 400 hours of course work and a series of individual examinations on topics including comprehensive financial planning, insurance, income tax, retirement planning, investments and estate planning. As financial advisors, Brede and Surdy provide financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on- one relationships with their clients.

For more information, please contact Brianne Brede ChFC or Jamie Surdy ChFC at 507-437-3523. Their office is located at 329 N Main St. Suite 201, Austin, MN.

Email newsletter signup