BRYCE BLUE
Chicago
Summary
Financial advisor with expertise in investment strategies, retirement planning, estate planning, tax planning, and risk management. Demonstrated ability to guide clients in achieving financial objectives through customized advice and strategic planning. Strong team collaboration skills and adaptability to evolving client needs.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Osborne Klein of Ameriprise Financial LLC
Chicago
03.2025 - Current
- Service clients with AUM of $250,000 to $2,000,000 by customizing strategies to meet individual financial needs.
- Built strong client relationships through proactive communication and clear, honest financial guidance.
- Educate clients on various financial matters and provide insights on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans aligning client actions with short-term and long-term financial goals.
Financial Planning Specialist/Paraplanner
OsbourneKlein of Ameriprise Financial LLC
Portage
04.2023 - 03.2025
- Prepared advisor meetings and engaged in client discussions to ensure alignment on financial goals.
- Executed follow-up actions post-meetings to address diverse client needs effectively.
- Collaborated with senior advisors to strengthen relationships with 500+ clients.
Education
BBA - Financial Planning
Western Michigan University
Kalamazoo, MI05-2024
Skills
- Financial software expertise
- Team collaboration
- Adaptability
- Analytical thinking
- Communication skills
- Wealth management strategies
- Client relations
Certification
- Series 7
- Series 66
- Illinois Life and Health Insurance License
- APMA - Accredited Portfolio Management Advisor
Timeline
Associate Financial Advisor
Osborne Klein of Ameriprise Financial LLC
03.2025 - Current
Financial Planning Specialist/Paraplanner
OsbourneKlein of Ameriprise Financial LLC
04.2023 - 03.2025
BBA - Financial Planning
Western Michigan University