Lucas Headley - Ameriprise Financial Services, LLC

(on wayzata blvd)
Financial and Investment Services in Wayzata, MN
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

1907 Wayzata Blvd E
Wayzata, MN
55391

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Lucas Headley - Ameriprise Financial Services, LLC Photo Lucas Headley - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Latest

Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates. MARKETWATCH.COM The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
When there’s uncertainty in the market, we can help you make the next right move.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process. AMERIPRISE.COM 5 financials steps for home buyers
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. AMERIPRISE.COM 5 types of fraud to watch out for
Today’s the perfect time to make the next right step toward your long-term financial goals.
“Love one another. We don't need more instructions; we need more examples.” – Bob Goff, author of Love Does
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective. NEWSROOM.AMERIPRISE.COM Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Feeding America challenge update: Wow!! Looks like our west location has pulled ahead significantly!! What do you think?! Way to go team!! There's still time to support your favorite location. Will the East office make a run for it next week? Stay tuned!!! All of us here at Shine would like to give a HUGE shout out to those who have supported this event by stopping by to say hi while dropping off donations. We've even had an Amazon package sent directly to our office! What a great idea!! Thank you all for your support of our local food drive. We are so grateful for all of you!
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects. AMERIPRISEADVISORS.COM Tax and deficit implications of the election
The Feeding America Challenge has Started!! We are thrilled to be supporting our local food shelves and we're asking for your help in filling these boxes! We're also having a friendly competition between our locations: Shine East vs Shine West. Which location will you be stopping by? Stay tuned for updates and more information!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
How can you think more of others?
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season. MARKETWATCH.COM 16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger
Feeding America Challenge: We have a winner!! Congratulations!! Our Inver Grove Heights location collected the most in donations for this event. As promised, an additional $500 will be donated to the Christian Cupboard Emergency Food Shelf . As most of you know, we dropped off all the amazing donations from both offices on November 6th at their respective organization listed. We want to thank all of you for stepping up and helping us with this event. We are SO thankful to have such giving friends like you! Thank you again!!
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? We can help ensure your strategy is getting you one step closer to retirement. AMERIPRISE.COM IRA limits and eligibility
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty. AMERIPRISEADVISORS.COM RMDs are back for 2021
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. NEWSROOM.AMERIPRISE.COM The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
We have some exciting news here at Shine Wealth!! Luke Headley has become an Ameriprise Financial Private Wealth Advisor. Luke, with offices in Wayzata and Inver Grove Heights, MN, is among the top 17 percent of approximately 10,000 Ameriprise financial advisors to achieve this status. Ameriprise Private Wealth Advisors provide personalized client service and are dedicated to meeting the complex and unique financial needs of their clients. To become eligible for this status, advisors must be experienced in providing a comprehensive approach to financial planning and advice, complete specialized training and achieve exceptional business results. As a Private Wealth Advisor, Luke provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. Please join us in congratulating Luke on this well-deserved accomplishment!
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. AMERIPRISE.COM Research & Insights | Ameriprise Financial

Information

Company name
Lucas Headley - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Lucas Headley - Ameriprise Financial Services, LLC in Wayzata MN?
    You can reach them at: 952-449-6690. It’s best to call Lucas Headley - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Lucas Headley - Ameriprise Financial Services, LLC on wayzata blvd in Wayzata?
    Lucas Headley - Ameriprise Financial Services, LLC is located at this address: 1907 Wayzata Blvd E Wayzata, MN 55391.
  • What are Lucas Headley - Ameriprise Financial Services, LLC(Wayzata, MN) store hours?
    Lucas Headley - Ameriprise Financial Services, LLC store hours are as follows: Mon-Thu: 8:00AM - 5:00PM, Fri: 8:00AM - 4:00PM, Sat-Sun: Closed.