Jason Wendt CEPA, APMA, AIF

Jason Wendt CEPA, APMA, AIF Financial Advisor at Ameriprise Financial LLC

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06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.
06/05/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and compare options that can help you save for your child’s future.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/29/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
05/28/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Today I’m celebrating 4 with Ameriprise! It’s been an incredible experience getting to work with clients like you and I ...
05/22/2026

Today I’m celebrating 4 with Ameriprise! It’s been an incredible experience getting to work with clients like you and I wanted to thank you for being part of my journey.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Address

303 E. Wacker Drive Suite 1575
Chicago, IL
60601

Telephone

+13122353216

Website

https://blog.exit-planning-institute.org/why-you-need-a-cepa-on-your-tea

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