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Our financial advice team


Andrew LaFontain, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Andrew LaFontain

MBA, CPA, AAMS, RICP®, CKA®

Financial Advisor

Trident Financial
20
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

  • Family Finances
  • Retirement Planning Strategies
  • Christian Financial Strategies

Qualifications

  • CPA Certified Public Accountant
  • AAMS™ Accredited Asset Management Specialist™
  • RICP® Retirement Income Certified Professional®
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Business Administration, Accounting - University of Wisconsin - Milwaukee
  • Master's Degree in Business Administration (MBA) - University of Wisconsin - Milwaukee

Awards & recognition

  • Five Star Wealth Manager, 2023

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