Heidi Carrels Receives Accredited Portfolio Management Advisor Designation

Heidi Carrels Receives Accredited Portfolio Management Advisor Designation

Heidi Carrels

Heidi Carrels

Aberdeen, SD – Heidi Carrels, APMA® a financial advisor with Ameriprise Financial in Aberdeen, recently received the Accredited Portfolio Management AdvisorSM (APMA®) designation from the College of Financial Planning. Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Carrels is part of Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

As a private wealth advisory practice, Legacy Financial Partners provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact us at 605.725.5770 or visit the Ameriprise office at 1108 S Main Street, Suite 101 in Aberdeen.

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 planwithLFP.com