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Daniel J Ruediger, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Daniel J Ruediger

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

Chief Executive Officer of
AIM Wealth Advisory Group

An Ameriprise Private Wealth Advisor

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • Securities Licenses: 7, 24, 51, 63, 66
  • Life & Health Insurance License

Education

  • Bachelor of Arts, Economics, University of Denver, Cum Laude

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2024
  • Forbes Best-in-State Wealth Advisors, 2023
  • AIM Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • AIM Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Chairman's Advisory Council, 2016-2024
  • Ameriprise Circle of Success, 2010-2023
  • Ameriprise Circle of Success Hall of Fame, 2022

Community participation

Project Pooch, Inc., A non-profit organization 501c(3): Volunteer and Donor http://www.pooch.org

Dress For Success Oregon, A non-profit organization

Ohana Oasis, A non-profit organization

Oregon Dog Rescue, A non-profit organization 501c(3): Donor and Dog Rescuer http://www.oregondogrescue.org

Interests

Spending time with my wife and children.

Working on our family farm either on the back of a horse or tractor.

Sports including soccer, basketball and running.

Involvement and participation with charitable organizations.

Enjoying the beautiful Pacific Northwest with family and friends.