Patricia F. Koogler Honored As Top Wealth Advisor Mom
November 18, 2021
Patricia F. Koogler Honored As Top Wealth Advisor Mom
by Working Mother Magazine
Waynesboro, VA – November 18, 2021 – Patricia F. Koogler, CPA, CRPC®, CLTC® Private Wealth Advisor with Ameriprise Financial in Waynesboro & 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 professionalism and success in the business.
The rankings are based on data provided by thousands 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 27 years of experience with Ameriprise Financial. For more information, please contact Patricia 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 extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' 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” October 2021.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Forbes, Working Mother magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
File #3794759 (Approved until 11/2022)
by Working Mother Magazine
Waynesboro, VA – November 18, 2021 – Patricia F. Koogler, CPA, CRPC®, CLTC® Private Wealth Advisor with Ameriprise Financial in Waynesboro & 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 professionalism and success in the business.
The rankings are based on data provided by thousands 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 27 years of experience with Ameriprise Financial. For more information, please contact Patricia 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 extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' 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” October 2021.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Forbes, Working Mother magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
File #3794759 (Approved until 11/2022)
Contact:
Marie Blackard, Operations Manager
marie.s.blackard@ampf.com, (540) 943-7665
