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Lori Richardson, Private Wealth Advisor serving the Wichita, KS area - Ameriprise Advisors

Lori Richardson

CFP®, APMA

Private Wealth Advisor

Stoutheart Wealth

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
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Retirement Income Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Wichita State University, Bachelor of Business Administration

Awards & recognition

  • Ameriprise Circle of Success, 2017 - 2023
  • Stoutheart Wealth, Ameriprise Client Experience Award, 2021 - 2023

Professional associations

  • Financial Planning Association
  • Wichita Estate Planning Council
  • Executive Women International of Wichita
  • Ameriprise National Women’s Elite Growth Forum

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

Community Leadership Recognition – Wichita Business Journal's "Women Who Lead” in the Financial Services Industry – 2019

Participant in the Ameriprise National Day of Service events in cooperation with Feeding America.

Interests

I enjoy spending my downtime relaxing with my friends and family — my husband, children, and our dog.

We take several trips each year to Table Rock Lake in Missouri, where we keep our boat year-round and have lots of fun each summer with the kids and our friends.

I enjoy traveling to any warm and tropical destination. My favorite thus far has been the island of Providenciales in Turks and Caicos, but I also enjoy visiting Mexico.

I love cheering on my favorite sports teams — Kansas and Wichita State basketball and Dallas Cowboys football.