Our financial advice team

Andy Agree, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Andy Agree

Financial Advisor

Wealth Partners
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
  • Sustainable and Responsible Investing

Education

  • Master of Health Administration (MHA), University of Washington, Seattle, WA 1980
  • Bachelor of Arts (BA) Oberlin College, Oberlin, OH 1975