Joel L. Bird,  CFP<sup>&reg;</sup> - Financial Advisor

Joel L. Bird, CFP®

BFA APMA CRPC

Private Wealth Advisor | President | Business Financial Advisor

Ameriprise Financial

505 E. Main Ave., Suite 100
Bismarck, ND 58501
FINANCIAL ADVISOR'S WEBSITE
(701) 258-9735 CONNECT WITH Joel
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General

Joel Bird is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Bismarck, ND and the surrounding communities.

Financial Advisor Overview

I have extensive experience in helping affluent clients preserve and grow their wealth. I possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. I help clients step back and explore the full range of opportunities their wealth can bring.
 
With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.

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Financial Advisor Experience

19 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, CLTC

Insurance Licenses

  • Life insurance: ND, SD, MN, AZ, CA, AR, TX, MT
  • Health/disability insurance: ND, SD, MN, AZ, CA, AR, TX, MT
  • Fixed annuities: ND, SD, MN, AZ, CA, AR, TX, MT
  • Variable annuities: ND, SD, MN, AZ, CA, AR, TX, MT

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources