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Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
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KEY BUSINESS INFORMATION
Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
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AWARDS AND DESIGNATIONS
  • CFP®, CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Coun
  • Forbes Best-in-State WealtTeam 2023-2025
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research don't receive compensation in exchange for placement on the ranking or its use. SHOOK is a registered trademark