Our wealth management advisors in TIAA’s Ames, IA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 904-7803.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ames, IA area, Catherine Cooper will take the time to understand you and your goals, as well as those changing... Read More about Catherine Cooper - Associate Financial Advisor, Ameriprise Financial Services, LLC

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ames, IA area, Jason Stierman will take the time to understand you and your goals, as well as those changing... Read More about Jason Stierman - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ames, IA area, Nicole Schmelzer will take the time to understand you and your goals, as well as those changing... Read More about Nicole Schmelzer - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ames, IA area, Jonica Ewald will take the time to understand you and your goals, as well as those changing... Read More about Jonica Ewald - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ames, IA area, Erin Ort will take the time to understand you and your goals, as well as those changing... Read More about Erin Ort - Private Wealth Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Pathway Wealth Advisors - Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Ames, IA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its... Read More about Pathway Wealth Advisors - Thrivent

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ames, IA area, Emily Calvert will take the time to understand you and your goals, as well as those changing... Read More about Emily Calvert - Financial Advisor, Ameriprise Financial Services, LLC

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.