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Isabelle Erhart Email & Phone Number
Financial Planning Assistant
at
Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Role
Financial Planning Assistant
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Isabelle Erhart? Overview
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Quick answer
Isabelle Erhart is listed as Financial Planning Assistant at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC, a with 16534 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Isabelle Erhart.
Isabelle Erhart previously worked as Advisor Growth and Sales Intern at Ameriprise Financial Services, Llc and Educator at Lululemon. Isabelle Erhart holds Bachelor Of Science - Bs, Finance And Risk Management from University Of Minnesota - Carlson School Of Management.
Company email context
Email format at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC
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Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC
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Profile bio
About Isabelle Erhart
Hardworking, driven, and detailed oriented student at Carlson School of Management at the University of Minnesota. Motivated to work hard and achieve excellence. Trustworthy leader with excellent communication skills. Volunteer at Mount Calvary Lutheran Church. Involved in Kappa Kappa Gamma sorority and majoring in Finance. Spent two semesters as an undergraduate consultant at Carlson Consulting Enterprise where I worked on a BIPOC New Real Estate Company in Minneapolis project as well as an Allianz Global project. Also involved in Women in Business, and Women in Finance club.
Current workplace
Isabelle Erhart's current company
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Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, Llc
10 roles
Isabelle Erhart work experience
A career timeline built from the work history available for this profile.
Advisor Growth And Sales Intern
CurrentAdvisor Growth and Sales Intern working with the Experienced Advisor Recruiting team. Studying for the SIE exam to begin the process of being certified in the financial industry.
Jun 2024 - Present
Educator
Dec 2022 - Jun 2024
New Member Director
Welcoming, training, and introducing new members into the chapter while making it a fun and comfortable experience by hosting events. Guiding these ladies through their first full year in Kappa Kappa Gamma.
Nov 2022 - Nov 2023
Server
Livtru Nutrition
Aug 2022 - Apr 2023
Project Student Consultant
- Analyzed a billion rows of data in excel- Conducted high levels of secondary research into up and coming trends post COVID-19 pandemic- Conducted high levels of secondary research into growing global markets- Conducted primary research to better understand the demographic through a survey
Jan 2021 - May 2021
Student Project Consultant
Signed NDA, therefore, limited explanation:- Given data to conduct high level research on topics given by Best Buy for student input- Analyzed a many rows of data in excel- Conducted high levels of secondary research into up and coming trends post COVID-19 pandemic- Conducted high levels of secondary research into specific product sales during different times of year- Conducted primary research to better understand the demographic through a survey- Conducted primary research to better understand the demographic though a focus group
Sep 2020 - Jan 2021
Student Project Consultant
- Created recommendations for new ideas in where Haagen-Dazs ice cream could expand toward- Conducted high levels of secondary research into up and coming trends post COVID-19 pandemic- Conducted high levels of secondary research into growing global markets- Conducted primary research to better understand the demographic through a survey
Feb 2020 - May 2020
Student Project Consultant
- Conducted high level secondary research on other nonprofit organizations- Conducted high level secondary research on outdoor activities that generate revenue for nonprofits- Conducted primary research to better understand the demographic through a survey to the target market- Presented final meeting to owner and board members of the Cottagewood store
Oct 2019 - Dec 2019
Female Actress
I was the lead role of Jane Banks in their production of Mary Poppins.
Feb 2015 - Oct 2015
Team & coworkers
Colleagues at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC
Other employees you can reach at ameriprise.com. View company contacts for 16534 employees →
AR
Arthur Rezanka
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcChesterton, Indiana, United States
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CK
Chelsea Kroll
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcMidland, Michigan, United States
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KS
Keely Schuster
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcToledo, Ohio, United States
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MD
Mohit Dogra
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcDelhi, India
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SB
Shiva Bhashyam Msm, Cfp®, Aep®, Apma®,
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcWhite Plains, New York, United States
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SM
Sheri Mae Peterson
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcGreater Minneapolis-St. Paul Area, United States
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KE
Kevin Ehlers, Chfc®, Crpc®, Apma
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcPeoria, Arizona, United States
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KR
Kimberly Reid
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcBangor, Maine, United States
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MK
Michael K. Klassa
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcNovi, Michigan, United States
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AS
Amber Schmidt
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcLittle Falls, Minnesota, United States
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Arthur Rezanka
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcChesterton, Indiana, United States
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CK
Chelsea Kroll
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcMidland, Michigan, United States
View →
KS
Keely Schuster
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcToledo, Ohio, United States
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MD
Mohit Dogra
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcDelhi, India
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SB
Shiva Bhashyam Msm, Cfp®, Aep®, Apma®,
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcWhite Plains, New York, United States
View →
SM
Sheri Mae Peterson
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcGreater Minneapolis-St. Paul Area, United States
View →
KE
Kevin Ehlers, Chfc®, Crpc®, Apma
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcPeoria, Arizona, United States
View →
KR
Kimberly Reid
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcBangor, Maine, United States
View →
MK
Michael K. Klassa
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcNovi, Michigan, United States
View →
AS
Amber Schmidt
Colleague at Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, LlcLittle Falls, Minnesota, United States
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3 education records
Isabelle Erhart education
Bachelor Of Science - Bs, Finance And Risk Management
Education record
FAQ
Frequently asked questions about Isabelle Erhart
Quick answers generated from the profile data available on this page.
What company does Isabelle Erhart work for?
Isabelle Erhart works for Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC.
What is Isabelle Erhart's role at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC?
Isabelle Erhart is listed as Financial Planning Assistant at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC.
Where is Isabelle Erhart based?
Isabelle Erhart is based in Greater Minneapolis-St. Paul Area, United States while working with Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC.
What companies has Isabelle Erhart worked for?
Isabelle Erhart has worked for Shine Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial, Llc, Ameriprise Financial Services, Llc, Lululemon, Kappa Kappa Gamma- Chi Chapter, and Livtru Nutrition.
Who are Isabelle Erhart's colleagues at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC?
Isabelle Erhart's colleagues at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC include Arthur Rezanka, Chelsea Kroll, Keely Schuster, Mohit Dogra, and Shiva Bhashyam Msm, Cfp®, Aep®, Apma®,.
How can I contact Isabelle Erhart?
You can use AeroLeads to view verified contact signals for Isabelle Erhart at Shine Wealth, a private wealth advisory practice of Ameriprise Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Isabelle Erhart attend?
Isabelle Erhart holds Bachelor Of Science - Bs, Finance And Risk Management from University Of Minnesota - Carlson School Of Management.
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