Andy Inman, Cepa®

Andy Inman, Cepa® Email and Phone Number

Financial Advisor, Managing Partner at Springs Wealth Group A private wealth advisory practice of Ameriprise Financial Services, LLC @ Springs Wealth Group
Andy Inman, Cepa®'s Location
Colorado Springs, Colorado, United States, United States
Andy Inman, Cepa®'s Contact Details

Andy Inman, Cepa® personal email

n/a
About Andy Inman, Cepa®

At Springs Wealth Group, we believe clients shouldn’t have to choose between a passion-fueled lifestyle and financial security. We use our expertise to help clients live a life they love by providing advice, managing investment strategies to grow wealth, and by taking action around their own values and communities. We know financial planning is not one-size-fits-all, so we focus on creating a truly personalized strategy to support each of our clients in living a truly 'wealthful' life. For the past 12 years I have partnered with both individuals and businesses/organizations to help them align their financial strategies with both their individual lifestyles and long-term goals. In 2019, I joined my current business partner, Chris Young, to focus Springs Wealth Group on working with individuals and businesses with a passion for the outdoors and the outdoor lifestyle. Working with a select group of families, we use a consultative process to gain a detailed understanding of our clients' deepest values and goals. We then employ customized recommendations designed to address each client’s unique needs and goals beyond just investments. When I'm not busy collaborating with clients to help them live their best life, I can likely be found some wherein the Rocky Mountains, camping, mountain biking, skiing or snowboarding (yes, I do both). I consider myself an avid supporter of the Colorado lifestyle. I currently live in Colorado Springs with my wife Emily, and our three dogs.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Andy Inman, Cepa®'s Current Company Details
Springs Wealth Group

Springs Wealth Group

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Financial Advisor, Managing Partner at Springs Wealth Group A private wealth advisory practice of Ameriprise Financial Services, LLC
Andy Inman, Cepa® Work Experience Details
  • Springs Wealth Group
    Financial Advisor, Managing Partner
    Springs Wealth Group Feb 2018 - Present
    Colorado Springs, Co, Us
    A private wealth advisory practice of Ameriprise Financial Services, LLCWe believe clients shouldn’t have to choose between a passion-fueled lifestyle and financial security. We use our expertise to help clients live a life they love by providing advice, managing investment strategies to grow wealth, and by taking action around their own values and communities. We know financial planning is not one-size-fits-all, so we focus on creating a truly personalized strategy to support each of our clients in living a truly 'wealthful' life. We have built our practice around providing informed, practical and realistic financial advice and partnership. We believe in constant innovation, leveraging technology and compelling client experiences. We’re not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. We aim to deliver both the expertise and attention that affluent families and business owners require to pursue their goals. Our dedicated team of specialists are uniquely capable of identifying your complex financial needs and our level of service is second to none. We will help you maximize their investments through choices that reflect their values and support their lifestyles and worldviews.
    View
  • Ameriprise Financial Services, Llc.
    Financial Advisor
    Ameriprise Financial Services, Llc. Sep 2018 - Present
    Minneapolis, Mn, Us
    View
  • Investment Professionals, Inc.
    Financial Advisor
    Investment Professionals, Inc. Mar 2011 - Sep 2018
    San Antonio, Texas, Us
    View
  • Peoples Wealth Management
    Director Of Wealth Management
    Peoples Wealth Management Mar 2011 - Feb 2018
    Hallstead, Pennsylvania, Us
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Dec 2008 - Mar 2011
    St. Louis, Mo, Us
    View

Andy Inman, Cepa® Skills

Risk Management Employee Benefits College Savings Plans 401k Rollovers Long Term Care Investments Series 7 Pensions Ira's Financial Planning Retirement Planning Annuities Financial Analysis Asset Management Organizational Leadership Succession Planning Retirement Wealth Management 401k Mutual Funds Term Life Insurance Bonds Reit's Retirement Income Strategies Retirement Solutions Retirement Plans Retirement Savings 529 Plans Disability Insurance Stocks Ira Rollovers Roth Ira Organizational Change Alternative Investments Financial Planners Asset Allocation Iras Finra Securities Financial Advisory Life Insurance Wealth Accumulation Reit Long Term Care Insurance Strategic Financial Planning Income Protection Investment Advisory Variable Annuities Fixed Annuities Estate Planning

Andy Inman, Cepa® Education Details

  • University Of The Rockies
    University Of The Rockies
    Psychology With A Specialization In Organizational Leadership
  • Augustana University (Sd)
    Augustana University (Sd)
    Art

Frequently Asked Questions about Andy Inman, Cepa®

What company does Andy Inman, Cepa® work for?

Andy Inman, Cepa® works for Springs Wealth Group

What is Andy Inman, Cepa®'s role at the current company?

Andy Inman, Cepa®'s current role is Financial Advisor, Managing Partner at Springs Wealth Group A private wealth advisory practice of Ameriprise Financial Services, LLC.

What is Andy Inman, Cepa®'s email address?

Andy Inman, Cepa®'s email address is an****@****pro.com

What is Andy Inman, Cepa®'s direct phone number?

Andy Inman, Cepa®'s direct phone number is +121030*****

What schools did Andy Inman, Cepa® attend?

Andy Inman, Cepa® attended University Of The Rockies, Augustana University (Sd).

What skills is Andy Inman, Cepa® known for?

Andy Inman, Cepa® has skills like Risk Management, Employee Benefits, College Savings Plans, 401k Rollovers, Long Term Care, Investments, Series 7, Pensions, Ira's, Financial Planning, Retirement Planning, Annuities.

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