Chris Swanson, BFA, APMA a financial advisor with Ameriprise Financial in Fergus Falls, recently received the accredited portfolio management advisor (APMA) 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. Swanson is part of Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services Inc.
As a private wealth advisory practice, Legacy Financial Partners 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 us at 218-998-3535 or visit the Ameriprise office at 111 E. Lincoln Ave in Fergus Falls.