Patricia F. Koogler Honored As Top Wealth Advisor Mom by Working Mother Magazine
September 29, 2020
Patricia F. Koogler Honored As Top Wealth Advisor Mom
by Working Mother Magazine
Waynesboro, VA – October 1, 2020 – Patricia F. Koogler, CPA, CRPC®, CLTC® a Private Wealth Advisor with Ameriprise Financial in Waynesboro and Harrisonburg, was named to the list of “Working Mother Top Wealth Advisor Moms” published by Working Mother Magazine. The list recognizes women financial advisors with children in the home under the age of 21 who represent high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 29,000 of the nation’s most productive advisors. Koogler was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced for her firm.
Koogler is part of Koogler Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
As a Private Wealth Advisor, Koogler provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with her clients. Koogler has 26 years of experience with Ameriprise Financial. For more information, please contact Koogler at (540)943-7665 or visit the Ameriprise office at 42 Stoneridge Dr, Suite 102, Waynesboro, VA 22980.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and extensive asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or ameripriseadvisors.com/patricia.f.koogler.
Visit WorkingMother.com for additional information about Working Mother.
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Source: Working Mother, “Working Mother Top Wealth Advisor Moms” September 29, 2020.
This listing is based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. SHOOK Research considered wealth advisors who are mothers with children living at home and under the age of 21. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Working Mother nor SHOOK Research receives compensation in exchange for placement on the ranking.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved.
File #2320364 (Approved until 03/31/2021)
by Working Mother Magazine
Waynesboro, VA – October 1, 2020 – Patricia F. Koogler, CPA, CRPC®, CLTC® a Private Wealth Advisor with Ameriprise Financial in Waynesboro and Harrisonburg, was named to the list of “Working Mother Top Wealth Advisor Moms” published by Working Mother Magazine. The list recognizes women financial advisors with children in the home under the age of 21 who represent high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 29,000 of the nation’s most productive advisors. Koogler was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced for her firm.
Koogler is part of Koogler Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
As a Private Wealth Advisor, Koogler provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with her clients. Koogler has 26 years of experience with Ameriprise Financial. For more information, please contact Koogler at (540)943-7665 or visit the Ameriprise office at 42 Stoneridge Dr, Suite 102, Waynesboro, VA 22980.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and extensive asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or ameripriseadvisors.com/patricia.f.koogler.
Visit WorkingMother.com for additional information about Working Mother.
# # #
Source: Working Mother, “Working Mother Top Wealth Advisor Moms” September 29, 2020.
This listing is based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. SHOOK Research considered wealth advisors who are mothers with children living at home and under the age of 21. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Working Mother nor SHOOK Research receives compensation in exchange for placement on the ranking.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved.
File #2320364 (Approved until 03/31/2021)
Contact:
Marie Blackard, Operations Manager
marie.s.blackard@ampf.com, (540) 943-7665
