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Erin Ort, Private Wealth Advisor serving the Johnston, IA area - Ameriprise Advisors

Erin Ort

CFP®, CDFA®, CRPC, APMA

Private Wealth Advisor

Keeling Wealth Advisors

An Ameriprise Private Wealth Advisor

22
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
  • Women's Financial Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Series 24
  • Life, Accident & Health Insurance License

Education

  • BA, Communications - Marquette University, 2002

Awards & recognition

  • Keeling Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Keeling Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I am active with the Johnston Chamber of Commerce and have participated in their mentoring programs for young women starting out in business. I am also active with Iowa State University's financial planning program and have mentored graduating seniors in their program. I also volunteer at my church and my daughter's school on a regular basis.

Interests

I thoroughly enjoy spending time with my children Zach, Austin, and Claire. We treasure traveling together as a family and some of my favorite places we have visited are Ireland, Scotland, England, Turks and Caicos, and the Dominican Republic. We have a beagle puppy named Cacy who is full of energy. I am enthusiastic about running and a few years ago I completed my first marathon! I spend a lot of my free time reading and my favorite author is Colleen Hoover.