Business & Professional
Paul receives accredited portfolio
management advisor designation
NEW ULM — Dennis Paul, a financial advisor with Ameriprise Financial in New Ulm, recently received the Accredited Portfolio Management AdvisorSM (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.
Paul is part of Wealth Management Solutions, a financial advisory practice of Ameriprise Financial Services, Inc.
As a financial advisor, Paul provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients.
For more information, please contact Dennis Paul at 507-354-7177. His office is located at 510 2nd St. N., New Ulm, MN 56073.