Three from Ameriprise receive APMA designation
Published 7:33 am Tuesday, May 9, 2017
Randy Kramer, Jamie Surdy and Toby Hovelsrud, financial advisors with Ameriprise Financial in Austin, recently received the Accredited Portfolio Management Advisor designation from the College of Financial Planning.
Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.
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Kramer, Surdy and Hovelsrud are part of Wealth Management Solutions, a financial advisory practice of Ameriprise Financial Services, Inc.
As financial advisors, they will provide financial advice anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients.
For more information, call 507-437-3523. Wealth Management Solutions office is located at 329 N Main St., Suite 201 in Austin.