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Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services

Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services Revenue

Financial ServicesFlag of USEdina, Minnesota, United States11-20 Employees

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Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services revenue & valuation

Annual revenue$1,625,545
Revenue per employee$86,000
Estimated valuation?$5,300,000
Total fundingNo funding

Key Contact at Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services

Flag of US

Carrie Chavez

Senior Vice President

Company overview

HeadquartersEdina, Minnesota, United States
Phone number+19528571487
Websites
NAICS52
Keywords
Investments, Retirement Planning Strategies, Small Business, Insurance, Investment Management, Retirement Income Strategies, Tax Planning Strategies, Estate Planning Strategies, Charitable Giving, Divorce Financial Planning, Executive Compensation And Benefit Strategies, Wealth Preservation Strategies, Employee Stock Options, Family Finances, Sustainable And Responsible Investing, Retirement Plan Distribution, Savings For Education, Cash Flow Management Strategies, Domestic Partner Planning, Women'S Financial Strategies
Founded1999
Employees11-20

Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services Email Formats

Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ampf.com), used 81.8% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@ampf.com
81.8%
{first name}.{last name}
john.doe@ampf.com
18.2%

About Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services

Confetti Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Call us today at 952-857-1487! Areas of focus Retirement Planning Strategies Investment Management Executive Compensation and Benefit Strategies Family Finances Social Security Retirement Benefits Women's Financial Strategies Office Locations: Confetti Wealth- Edina location: 7601 France Avenue S. Suite #600 Edina, MN 55435 Confetti Wealth- Blaine location: 2407 109th Avenue N.E. Suite # 210 Blaine, MN 55449 Office Hours- 7:00am - 7:00pm Connect with us Phone: 952-857-1487 Fax: 952-837-1133 Email: confettiwealth@ampf.com

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Intern
Manager

Employees by Department

Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services has never raised funding before.

Frequently asked questions

Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services is located in Edina, Minnesota, US.
You can reach Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services at +19528571487.
Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services generates an estimated annual revenue of $1,625,545. This revenue figure reflects the company's market position and business performance in its industry.
Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services has an estimated valuation of $5,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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