Douglas J. Wilks,  CFP<sup>&reg;</sup> - Financial Advisor

Douglas J. Wilks, CFP®

Financial Advisor

Ameriprise Financial Services, LLC

209 West Pointe Dr, Ste C
Swansea, IL 62226
(618) 355-7897

General

Douglas Wilks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Swansea, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Background and qualification information available at FINRA's BrokerCheck website. (www.brokercheck.com)
 

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources