Who is Joel Bird (CRD#: 4192782)?Everything you need to know about Joel Bird and their accolades
Joel Bird is the CEO of Legacy Financial Partners, a private wealth advisory division of Ameriprise Financial Services, LLC. He holds the following certifications: CFP®, CRPC®, APMA®, BFATM, and CLTC® 3rd degree connection.
Joel Bird holds the following certifications:
CFP®, CERTIFIED FINANCIAL PLANNER™, BFA™CRPC™, Chartered Retirement Planning Counselor™, APMA™, Accredited Portfolio Management Advisor™, Series 7 License, and Series 66 License.
Joel Bird completed a bachelor’s degree in accounting at the University of North Dakota in 1999.
Joel Bird’s areas of expertise
- Retirement Planning Strategies
- Tax Planning Strategies
- Retirement Plan Distribution
- Retirement Income Strategies
He enjoys many things, including spending time with friends, eating well, being outside in the sunshine, watching his kids play sports and attend school, drinking microbrews, traveling, learning about financial markets, and watching top films.
He cannot even begin to express how much he loves dealing with his clients because they are such an important part of his life.
He cherishes his wife Jennifer, son Oliver, daughters Skylar, Gabriella, and Lylianah, as well as his three children.
In this article, we will go deep into Joel Bird’s past, discovering hidden disclosures and analyzing the consequences of the lawsuits.
About Ameriprise FinancialHistory, achievements, leadership, lawsuits, & disputes
Ameriprise Financial was founded in 1894 as Investors Syndicate by John Tappan in Minneapolis, Minnesota. The company’s mission was to help people achieve their financial goals by investing in a diversified portfolio of stocks and bonds. Over the years, Investors Syndicate grew to become one of the largest mutual fund companies in the United States.
In 1984, Investors Syndicate changed its name to IDS Financial Services and became a publicly traded company. In 2005, IDS Financial Services changed its name to Ameriprise Financial to better reflect its focus on helping clients achieve their financial goals through a comprehensive range of financial planning and investment management services.
Today, Ameriprise Financial is a Fortune 500 company with more than 10,000 financial advisors and over 2 million clients. The company has offices in the United States, Canada, and the United Kingdom and is committed to helping individuals and families achieve their financial goals through a personalized approach to financial planning.
The History of Ameriprise Financial
As mentioned earlier, Ameriprise Financial was founded in 1894 as Investors Syndicate by John Tappan. Tappan believed that everyone should have access to high-quality financial advice and investment products, regardless of their income or net worth. He also believed in the power of diversification and encouraged his clients to invest in a mix of stocks and bonds to reduce their risk and maximize their returns.
Over the years, Investors Syndicate grew to become one of the largest mutual fund companies in the United States. In the 1970s and 1980s, the company expanded its product offerings to include insurance and annuities, as well as financial planning and investment management services.
In 1984, Investors Syndicate changed its name to IDS Financial Services and became a publicly traded company. The company continued to expand its product offerings and geographic reach, acquiring other financial services companies and opening offices in Canada and the United Kingdom.
In 2005, IDS Financial Services changed its name to Ameriprise Financial to better reflect its focus on helping clients achieve their financial goals through a comprehensive range of financial planning and investment management services. Today, Ameriprise Financial is a leading financial services company with a long and proud history of helping individuals and families achieve their financial goals.
Ameriprise Financial’s Mission and Values
Ameriprise Financial’s mission is to help people feel confident about their financial future. The company believes that everyone should have access to high-quality financial advice and investment products, regardless of their income or net worth. Ameriprise Financial is committed to helping individuals and families achieve their financial goals through a personalized approach to financial planning that takes into account their unique circumstances and objectives.
Ameriprise Financial’s values are integrity, teamwork, respect, and excellence. The company believes that these values are essential to building long-lasting relationships with clients, employees, and the communities it serves. Ameriprise Financial’s financial advisors are held to the highest ethical standards and are committed to putting their client’s interests first.
Ameriprise Financial’s Services and Products
Ameriprise Financial offers a wide range of financial planning and investment management services designed to help individuals and families achieve their financial goals. These services include:
Financial planning: Ameriprise Financial’s financial advisors work with clients to develop a comprehensive financial plan that takes into account their unique circumstances and objectives. The plan includes recommendations for retirement planning, education planning, estate planning, tax planning, and risk management.
Investment management: Ameriprise Financial’s investment management services include access to a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and alternative investments. Ameriprise Financial’s financial advisors work with clients to develop a customized investment strategy based on their risk tolerance, time horizon, and financial goals.
Insurance: Ameriprise Financial offers a wide range of insurance products, including life insurance, disability insurance, long-term care insurance, and annuities. These products are designed to help individuals and families protect their assets and provide financial security in the event of unexpected events.
Ameriprise Financial’s approach to financial planning
Ameriprise Financial’s approach to financial planning is based on a personalized, comprehensive, and holistic approach to financial planning. The company’s financial advisors work with clients to develop customized financial plan that takes into account their unique circumstances and objectives.
The financial plan includes recommendations for retirement planning, education planning, estate planning, tax planning, and risk management. Ameriprise Financial’s financial advisors use a variety of tools and resources, including sophisticated financial planning software, to help clients visualize their financial goals and track their progress over time.
Ameriprise Financial’s financial advisors also take a holistic approach to financial planning, taking into account all aspects of their client’s financial lives, including their income, expenses, assets, liabilities, and cash flow. This approach helps ensure that the financial plan is comprehensive and addresses all of the client’s financial needs.
Ameriprise Financial’s community involvement and corporate social responsibility
Ameriprise Financial is committed to being a responsible corporate citizen and giving back to the communities it serves. The company’s community involvement and corporate social responsibility efforts include:
Volunteerism: Ameriprise Financial encourages its employees to volunteer in the communities where they live and work. The company offers paid time off for volunteer activities and supports a wide range of charitable organizations.
Philanthropy: Ameriprise Financial supports a wide range of charitable organizations through its Foundation, which focuses on three areas: meeting basic needs, supporting community vitality, and developing leadership.
Sustainable business practices: Ameriprise Financial is committed to reducing its environmental footprint and promoting sustainable business practices. The company has set goals to reduce its greenhouse gas emissions, waste, and water use, and it encourages its employees to adopt sustainable behaviors in the workplace and at home.
Ameriprise Financial’s awards and accolades
Ameriprise Financial has received numerous awards and accolades for its financial planning and investment management services, as well as its corporate social responsibility efforts. Some of the company’s recent awards and accolades include:
Forbes Best-In-State Wealth Advisors: Ameriprise Financial had more advisors on Forbes’ list of Best-In-State Wealth Advisors than any other firm.
Barron’s Top 100 Independent Advisors: Ameriprise Financial had more advisors on Barron’s list of Top 100 Independent Advisors than any other firm.
Corporate Citizenship Award: Ameriprise Financial was recognized by the Minneapolis/St. Paul Business Journal for its commitment to corporate social responsibility.
Ameriprise Financial’s financial strength and stability
Ameriprise Financial is a financially strong and stable company with a long-term track record of success. The company has a strong balance sheet and a diversified business model that helps it weather economic downturns and market volatility.
Ameriprise Financial is also committed to maintaining a strong capital position and returning capital to shareholders through dividends and share repurchases. The company has a long-term target of returning 80% to 90% of its earnings to shareholders through dividends and share repurchases.
Ameriprise Financial reviews and customer satisfaction
Ameriprise Financial has a strong reputation for customer satisfaction and has received numerous awards and accolades for its customer service. The company’s financial advisors are held to the highest ethical standards and are committed to putting their client’s interests first.
Ameriprise Financial’s customers have also given the company high marks for its financial planning and investment management services. The company has a 4.8-star rating on Trustpilot, with customers praising the company for its personalized approach to financial planning and investment management.
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Joel Bird Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Joel Bird
The brokerCheck report of Joel Bird includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosure events.
No disclosure has been made against Joel Bird.
FINRA’s BrokerCheck
individual_4192782.pdf (finra.org)
SEC Litigations & Forms
Source: Joel Bird – SEC Site Search Search Results
Joel Bird Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Joel Bird
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis.law, and Law360. If Joel Bird has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Joel Bird that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Joel Bird on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Joel Bird Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Joel Bird (if available)
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Joel Bird using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Joel Bird or any financial advisor.
Better Alternatives To Joel Bird (By Experts):Find the top 3 alternatives to Joel Bird
Manages Assets Worth
- $714,587,898,072
Services
- Financial planning
- Portfolio management
- Pension consulting
- Selection of other advisors
- Publication of periodicals
Manages Assets Worth
- $173,418,270,044
Services
- Financial planning
- Portfolio management
- Portfolio assessment
Manages Assets Worth
- $46,803,858,104
Services
- Portfolio management
