Mary A. Davenport-Yant,  CFP<sup>&reg;</sup> - Financial Advisor

Mary A. Davenport-Yant, CFP®

ChFC®, CLU®,

CERTIFIED FINANCIAL PLANNER practitioner

Ameriprise Financial Mary Davenport-Yant

1234 Ridgewood Dr., Suite B
Bowling Green, OH 43402
FINANCIAL ADVISOR'S WEBSITE
(877) 354-6179
(419) 354-6179

General

Mary Davenport-Yant is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Mary Davenport-Yant in Bowling Green, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CMFC, ADPA, CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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