Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Company

Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Financial Services United States 19 employees
Employees
19
Contacts
2
Emails
2
Phones
1

Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Overview

Headquarters
United States
Industry
Financial Services
Employees
19
Founded
1997
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

At Fathom Advisors, our mission is simple — help our clients achieve their financial dreams through servant leadership and an unmatched client experience. Our core values are built on financial planning, guidance, and relationships, which are the foundation for everything we do. We believe that transparent financial advice is more than the sum of its parts — it’s what makes a solid advisor and team, and it can validate the direction of your financial future. Powered by a team of over 20 with diverse backgrounds and experience, Fathom Advisors can provide financial planning and investment management that can empower you to make smart decisions for your financial future and may enable you to live the life you’ve worked hard to earn. Our clients come from a select group of individuals, families and businesses both locally in the Twin Cities and across the country. Are you ready to reach your financial goals? Let’s connect; we can’t wait to help you get there. 8300 Norman Center Dr Ste 550 Bloomington, MN 55437 763.367.7980 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and we can interact on social media.

Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Org Chart

Sample employees and titles
Name Title Contact
Janae Lee Operations Manager at Fathom Advisors
Email Phone
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ Private Wealth Advisor at Fathom
Email
Dawn Marcotte, Cprc Retirement Coach, Author, Marathon
View
Anna Stier Client Concierge
View

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

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