Jason Wendt CEPA, APMA, AIF

Quick trip to Minneapolis, attended an owners workshop hosted by Ameriprise discussing the future of the industry and best practices. Met incredible advisors, speakers and corporate leadership. Also, met my Retirement Planning Specialist in person. So great to meet him in person since it’s only been virtual until now. Also, had a mini tour of Ameriprises’s headquarters and toured the skyway for the first time. Reminded me of the chicago pedway with views and not underground. Great time and future looks bright.

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

8 risks that could slow the AI rally Could the AI engine overheat?

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

I'm proud to build My practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

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

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

While an employment report released last week provided mixed messages, other measures of employment conditions reflect a somewhat stronger story: third-party data shows a fairly stable and good jobs picture for June and nonfarm payrolls are likely to be revised higher in the coming months. Learn more in this report from the Ameriprise Investment Research Group.

image.advisoremail.ameriprise.com

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.

image.advisoremail.ameriprise.com

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.