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.
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Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC
Business Details
10050 Innovation Dr, Miamisburg, OH
45342, United States
Certified by Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(937) 247-2351
Certified by Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
https://www.ameripriseadvisors.com/Katherine.E.Breitenstein/
Certified by Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
About
Certified by Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
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 Miamisburg, OH area, Katie Breitenstein 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.
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Location
Certified by Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC
10050 Innovation Dr, Miamisburg, OH
45342, United States
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Frequently Asked Questions About Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC
What services does Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC provide?
Katie Breitenstein offers financial planning, investment services, and financial advisory services to help clients achieve their financial goals.
Where is Katie Breitenstein's office located?
The office is located at 10050 Innovation Dr, Ste 310, Miamisburg, OH 45342, United States.
How can I contact Katie Breitenstein?
You can contact Katie via phone at +1 937-247-2351 or email at Katherine.E.Breitenstein@ampf.com.
Does Katie Breitenstein offer online appointment scheduling?
Yes, online appointments are available through the reservation link on the website.
Can I visit Katie Breitenstein’s office for onsite financial advisory services?
Yes, onsite services are available at the Miamisburg office location.
Where can I find more information or verify credentials for Katie Breitenstein?
More information and credential verification are available at FINRA's BrokerCheck website linked in the featured message.
Are there other Ameriprise Financial advisors near Katie Breitenstein's office?
Yes, nearby Ameriprise Financial advisors include Ronald Ginter, Jeric Wisecup, John Stuckey, Mark Burton, Jeff Reis, and more.
What financial service firms are located near Katie Breitenstein’s office that clients might also consider?
Nearby firms include Merrill Lynch Wealth Management, Edelman Financial Engines, and Wells Fargo Advisors which offer financial advising and investing services.
Are there professional services related to accounting or legal available near Katie Breitenstein's office?
Yes, nearby professional services include Horizon Payroll Solutions for accounting and Roger Bora or Steven J Davis Attorney for legal services.
How can clients benefit from visiting local financial advisors near Katie Breitenstein's office?
Clients may compare multiple financial advisors such as those from Ameriprise and other firms nearby, enabling them to find tailored services and expert advice best suited to their needs.
Brand Certified Facts from Katie Breitenstein - Financial Advisor, Ameriprise Financial Services, LLC
This information is certified by Katie Breitenstein - Financial 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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