Cardinal Pointe Financial Group

Cardinal Pointe Financial Group A private wealth advisory practice at Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Your goals. Your future. Our Partnership. We're proud to work alongside our clients to turn financial goals into actiona...
09/03/2026

Your goals. Your future. Our Partnership. We're proud to work alongside our clients to turn financial goals into actionable plans.

Have questions about your plan? Connect with us today.

08/31/2026

Your goals are the destination; we help create the roadmap to get there. 🗺️ Every financial journey is different, having a clear plan can make all the difference along the way. From where you are today to where you want to be tomorrow, we’re here to help you navigate the path forward. Ready to map out what’s next? Let’s start the conversation.

# 8993349

Please join us in congratulating Grant on his well-deserved promotion to Financial Advisor! 🎉In 2023, Grant first joined...
08/28/2026

Please join us in congratulating Grant on his well-deserved promotion to Financial Advisor! 🎉

In 2023, Grant first joined us as a Financial Planning Intern. After graduating from Wright State University in May 2025, he transitioned into a full-time role as Financial Planning Specialist. Subsequently, after successfully completing Series 7, Series 66 and Life & Health licenses, he earned his next promotion to Registered Paraplanner / Financial Planning Specialist. Since then, Grant has obtained both the APMA and CFP designations. Today we’re proud to recognize his continued growth with his promotion to Financial Advisor.

Congratulations Grant, your dedication truly inspires us, here's to your next chapter and continued success!

Big congratulations to Cruz on his promotion to Financial Advisor! 🎉Cruz joined us as a Financial Planning Intern in 202...
08/27/2026

Big congratulations to Cruz on his promotion to Financial Advisor! 🎉

Cruz joined us as a Financial Planning Intern in 2023. He then graduated from college at Wright State University and transitioned into a full-time role as a Financial Planning Specialist in early 2025. As his career developed, he took an exciting step forward by relocating to Arizona to further his career and help support our team and clients at our Tucson office. He continued his growth by completing all his required licenses, the Series 7, Series 66, and Life & Health, thus earning his next promotion to Registered Paraplanner / Financial Planning Specialist. Since then, he’s earned his APMA and CFP designations.

Congratulations Cruz on your well-deserved milestone and best wishes for continued success!

Today, we celebrate Women's Equality Day and recognize the women whose voices, leadership, and contributions help shape ...
08/26/2026

Today, we celebrate Women's Equality Day and recognize the women whose voices, leadership, and contributions help shape our communities every day. Here’s a world where every woman's voice is heard and valued.

We’re proud to be recognized as a Quantum Certified Workplace ✨ This designation reflects our ongoing commitment, effort...
08/24/2026

We’re proud to be recognized as a Quantum Certified Workplace ✨ This designation reflects our ongoing commitment, effort, and initiatives designed to sustain a culture where employees feel supported and teams thrive. Thank you to our incredible team for helping us build the kind of workplace we strive to be.

15 years of dedication, 15 years of excellence. Congrats to Kevin on his work anniversary! 🎉 Thank you for your leadersh...
08/23/2026

15 years of dedication, 15 years of excellence. Congrats to Kevin on his work anniversary! 🎉 Thank you for your leadership, dedication, and commitment to excellence.

To honoring the generations who have paved the way for us all. This Senior Citizens Day, we're celebrating the value of ...
08/21/2026

To honoring the generations who have paved the way for us all. This Senior Citizens Day, we're celebrating the value of experience and helping individuals and families build retirement strategies designed for confidence, purpose, and lasting impact. At Cardinal Pointe Financial Group, we are here to help every step of the way.

We are proud sponsors of the Big Brother Big Sister program and the wonderful things they do for our communities!
08/20/2026

We are proud sponsors of the Big Brother Big Sister program and the wonderful things they do for our communities!

🎉Congratulations to Eric on earning both his APMA®️ and CRPC™️ designations! Your dedication, discipline, and commitment...
08/20/2026

🎉Congratulations to Eric on earning both his APMA®️ and CRPC™️ designations! Your dedication, discipline, and commitment to professional growth continue to inspire. We are proud of this incredible accomplishment and excited to see your continued success. 👏

Address

408 Blankenbaker Parkway, Suite 100
Louisville, KY
40243

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15024896900

Website

Alerts

Be the first to know and let us send you an email when Cardinal Pointe Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category