Lloyd R. Woelfle,  CFP<sup>&reg;</sup> - Financial Advisor

Lloyd R. Woelfle, CFP®

Financial Advisor

Ameriprise Financial Adv

7701 France Ave S, Ste 475
Edina, MN 55435-7925
(952) 841-8115


Lloyd Woelfle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Adv in Edina, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: CA,PA,WI,IL
  • Health/disability insurance: Same
  • Fixed annuities: Same
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources