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Forbes Lists

#94
Virginia - South
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#25
Virginia
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#981
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.

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The Retirement Drawdown Rule

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Koogler Financial Group 
A private wealth advisory practice of Ameriprise Financial Services, LLC 

Asset summary data is from company reports as of 9/30/2022

Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.    

Ameriprise Financial Services, LLC, Member FINRA and SIPC.


Contact Patti
patricia.f.koogler@ampf.com
(540) 943-7665
42 Stoneridge Drive, Waynesboro, Virginia 22980
Asset Summary
As of Jun, 2023
$25K
Min Account Size For New Business
$300K-3M
Typical Size Of Households
$500K-3.5M
Typical Net Worth Of Relationships
$203M
Team Assets (Custodied)