Thomas D. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas D. Lee, CFP®

Certified Financial Planner

Ameriprise Financial Services, Inc.

7100 Northland Circle N, Suite 303
Brooklyn Park, MN 55428
FINANCIAL ADVISOR'S WEBSITE
(763) 657-2404 CONNECT WITH Thomas
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General

Thomas Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Brooklyn Park, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ,CA,FL,IA,MN,MT,MA,ID,IA,NM,OR,TX,UT,WA,WI
  • Fixed annuities: AZ,CA,FL,IA,MN,MT,MA,ID,IA,NM,OR,TX,UT,WA,WI
  • Variable annuities: AZ,CA,FL,IA,MN,MT,MA,ID,IA,NM,OR,TX,UT,WA,WI

Broker-Dealer Disclaimer

An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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