Jamie Surdy, ChFC, CLU, APMA, a financial advisor with Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Austin, has achieved the professional certification of Chartered Life Underwrite.

Surdy successfully completed the requirements that include course-work and a series of examinations covering life insurance, planning for business owners and professionals, estate planning, investments, law, health insurance and more. This course of study provides in-depth knowledge on the insurance needs of individuals, business owners and professional clients. Financial planners work to earn the CLU designation title to demonstrate their knowledge in the areas of life insurance and estate planning strategies to existing and potential clients.

Surdy graduated from Bemidji State University with a degree in business administration and marketing. He has eight years of experience with Ameriprise Financial.

As a financial advisor, Surdy provides financial advice anchored in an understanding of client needs and expectations and provided in one-on-one relationships with his clients.

For more information, please contact Jamie Surdy at 507-437-3523 or visit the Ameriprise office at 329 N Main St Suite 201 Austin, MN.