Dixie M. Roberts,  CFP<sup>&reg;</sup> - Financial Advisor

Dixie M. Roberts, CFP®

CRPC®

Financial Advisor

Ameriprise Financial

3000 Central Ave
Cheyenne, WY 82001-2502
FINANCIAL ADVISOR'S WEBSITE
(800) 693-1329
(307) 778-8321
CONNECT WITH Dixie
  • linkedin link

General

Dixie Roberts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Cheyenne, WY and the surrounding communities.

Financial Advisor Overview

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.
 

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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Financial Advisor Experience

I have been working with clients for over 31 years to help them achieve their retirement goals and increase their confidence with financial decisions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WY, TX, AK, CO, AZ, OR, NV, SD, WA, NE, MT
  • Health/disability insurance: WY, TX, AK, CO, AZ, OR, NV, SD, WA, NE, MT
  • Fixed annuities: WY, TX, AK, CO, AZ, OR, NV, SD, WA, NE, MT
  • Variable annuities: WY, TX, AK, CO, AZ, OR, NV, SD, WA, NE, MT

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

FINRA BrokerCheck (http://brokercheck.finra.org/)

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources