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Joshua Bargfrede, Associate Financial Advisor serving the Rochester, MN area - Ameriprise Advisors

Joshua Bargfrede

Associate Financial Advisor

Continuum Financial Group
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
507.669.1730
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
  • Estate Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Charitable Giving
  • Social Security Retirement Benefits

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • Continuum Financial Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Continuum Financial Group, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Financial Advisor - Edward Jones, 2007-2015
  • Financial Advisor - MetLife Financial Services, 2015-2017
  • Financial Advisor - MassMutual, 2017-2022

Community participation

YMCA Board of Directors - 2009-2012
SERTOMA - 2012-2018
Samaritan Bethany Church - 2012-2018
Rochester Downtown Alliance - 2008-2011

Rochester Swim Club Volunteer - 2010-2022

Interests

I enjoy spending time with my wife, Kati, our three children, Jameson, Grady & Josie. Together, we have a busy household with two dogs (Arya & Wilson) and our cat (Yoda).
In my freetime, I enjoy golfing, fly fishing, hiking, and anything else that gives me an excuse to get outside. I enjoy traveling with my family and attending sports games and other activities that my kids are involved in.
Raquetball and Pickleball are my two main forms of exercise.
I also enjoy good food, good wine, and good company.