Discerning Wealth

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Discerning Wealth A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

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Happy Boss's Day!Today we're recognizing the leaders who help guide our team, support our growth, and encourage us to do...
10/16/2026

Happy Boss's Day!

Today we're recognizing the leaders who help guide our team, support our growth, and encourage us to do our best work every day. Thank you, Aaron and Joshua, for your dedication to our clients, your commitment to our team, and the positive impact you make throughout the year.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

💗 The Discerning Wealth team sponsored and participated in the 20th Annual Pink Ribbon Run on October 3rd in downtown Ce...
10/09/2026

💗 The Discerning Wealth team sponsored and participated in the 20th Annual Pink Ribbon Run on October 3rd in downtown Cedar Falls. Several team members and a few clients joined the walk to support breast cancer awareness and stand alongside our community in this meaningful cause. 🎀

Great companies don't happen by accident.Ameriprise Financial was named one of Newsweek's America's Greatest Companies o...
10/08/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/06/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

🚨Anniversary Alert🚨Today we're celebrating Renee and four years of creativity, dedication, and hard work as our Marketin...
10/04/2026

🚨Anniversary Alert🚨

Today we're celebrating Renee and four years of creativity, dedication, and hard work as our Marketing Specialist. Through her innovative ideas, attention to detail, and passion for sharing our story, Renee helps connect our team with clients and the community in meaningful ways.

Thank you, Renee, for all you do to support our team, we appreciate your enthusiasm, talent, and commitment!

🎉 Today we're celebrating Mindy and wishing her a very Happy Birthday! 🎉As our Operations Specialist, Mindy plays a vita...
10/02/2026

🎉 Today we're celebrating Mindy and wishing her a very Happy Birthday! 🎉

As our Operations Specialist, Mindy plays a vital role in keeping everything running smoothly behind the scenes. Her dedication, attention to detail, and commitment to excellence help support our team and enhance the experience we provide to our clients.

Mindy, thank you for all that you do. We appreciate your hard work and the positive impact you make every day. We hope your birthday is filled with joy, celebration, and all your favorite things. 🌟🎂

Happy Birthday, Mindy! 🎈🥳

Happy International Coffee Day! ☕Whether you're starting your morning, powering through the afternoon, or enjoying a coz...
10/01/2026

Happy International Coffee Day! ☕

Whether you're starting your morning, powering through the afternoon, or enjoying a cozy break, coffee makes every moment a little better.

Tell us: How do you take your coffee?
🤎 Black
🥛 Cream & Sugar
🍦 Flavored Latte
❄️ Iced Coffee
🌱 Dairy-Free Favorite

Drop your answer (or your coffee order!) in the comments below. ⬇️

🚨Anniversary Alert🚨What an incredible milestone! Today we're recognizing Rick's 50 years of dedication, hard work, and c...
09/30/2026

🚨Anniversary Alert🚨

What an incredible milestone! Today we're recognizing Rick's 50 years of dedication, hard work, and commitment.

Congratulations on this remarkable anniversary!

Address

6919 Chancellor Drive , Suite A
Cedar Falls, IA
50613

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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