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Katie Whalen - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Business Details

16220 N Scottsdale Rd, Scottsdale, AZ
85254, United States
(480) 922-4298
https://www.ameripriseadvisors.com/Katie.E.Whalen/
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About

Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Katie Whalen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Details

  • Online appointmentsAvailable
  • Onsite servicesAvailable

Location

Katie Whalen - Private Wealth Advisor, Ameriprise Financial Services, LLC
16220 N Scottsdale Rd, Scottsdale, AZ
85254, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Products & Services

1 list · 4 items

Products & Services

4 items

Financial Planning

True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

Cash, cards and lending

Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.

Insurance & Annuities

Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.

Investments

Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.

Frequently Asked Questions About Katie Whalen - Private Wealth Advisor, Ameriprise Financial Services, LLC

What is the main focus of Katie Whalen's financial advisory services?

Katie Whalen specializes in helping clients with retirement planning, tax strategies, family finances, wealth preservation, and other financial goals.

What are the office hours for Katie Whalen's financial advisory services?

The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on weekends.

Brand Certified Facts from Katie Whalen - Private Wealth Advisor, Ameriprise Financial Services, LLC

This information is certified by Katie Whalen - Private Wealth Advisor, Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
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