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Frank J. Ward

Frank J. Ward

Vice President

Ameriprise Financial

Omaha, NE

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13305 Birch Dr Eagle Run, Ste 200

Omaha, NE 68164-5443

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As a financial advisor with more than 24 years of experience in the financial services industry, Frank has developed a diverse knowledge of the markets and the economic conditions. He introduces portfolio management services to high-net-worth individuals, private corporations and institutions. He places great emphasis on developing a strategic asset allocation strategy based on sound principles of risk and reward. Frank specializes in investment management consulting, pre-retirement planning, es

Services Provided by Frank J. Ward

Financial Planning, Investment Management, Estate Planning, College Planning, Retirement Planning, Charitable Giving, Long Term Care Insurance

Specialties:
and any other financial obligations that could impact the recommendation that I make., it is critical that a process be followed that allows me to be as well informed about my clients’ financial situation as possible. A thorough review must include asset mix, risk tolerance, short and long term objectives, tax and estate considerations, To provide total financial money management services to my clients. In this endeavor
Payment
  • Fee
Languages
  • English

Background Information for Frank J. Ward

Education
  • College for Financial Planning

    2010
  • University of Nebraska at Omaha

    1985
  • University of Nebraska-Lincoln

    1980
Associations
  • Special Olympics Nebraska
    Chairman of the Board of Directors
    2011-2012
Awards
  • 2011 — Omaha Premier Wealth Advisor (NABCAP)
Previous Work Experience

Vice President Ameriprise Financial

1986 —  Present

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