Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services
Financial Services
Associate Jobs
24 employees
- Employees
- 24
- Contacts
- 1
- Emails
- 1
Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services Overview
- Headquarters
- Associate Jobs
- Industry
- Financial Services
- Employees
- 24
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
Wealth preservation strategies
Intergenerational planning
Estate planning strategies
Charitable giving
Tax planning strategies
Business retirement plans
Executive compensation and benefit strategies
Insurance
Military financial advisor
Investment management
Retirement planning
Small business retirement income
About Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services
Our mission is to help our clients navigate through life's journey - the celebrations and the challenges - by delivering comprehensive financial advice with integrity. We aim to inspire confidence, simplify the path to goal achievement, and make a positive impact for future generations. Louisville: 408 Blankenbaker Parkway Suite 100 Louisville, KY 40243 (502) 489-6900 Dayton: 7887 Washington Village Drive Suite 200 Dayton, OH 45459 (937) 458-0220 Fairfax: 3050 Chain Bridge Road Suite 101 Fairfax, VA 22030 (703) 255-7091 Florence: 7310 Turfway Road Suite 550 Florence, KY 41042 (859) 344-7460 Lexington: 250 W. Main Street Suite 2530 Lexington, KY 40507 (859)286-5554 New Albany: 4104 Charlestown Road New Albany, IN 47150 (812) 944-9360 Sierra Vista: 5000 E. Mediterranean Drive Suite A Sierra Vista, AZ 85635 (520) 452-9988 Tucson: 5210 E. Williams Circle Suite 130 Tucson, AZ 85711 (520) 327-3299 Please visit: http://www.ameriprise.com/social for important rules and disclosures about how we can interact on social media.
Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Liz Johanson | Investment Operations |
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| Lauryn Harbour | Director of Operations at Cardinal | Columbia, South Carolina, United States |
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| Michael Murphy, Cfp®, Apma® | Financial Advisor at Cardinal Pointe | Florence, Kentucky, United States |
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Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
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