Samuel Lookner Ameriprise Financial Advisor in Wellesley, MA

CFP®, ChFC®, CLU®, MBA

Senior Financial Advisor

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	Address 60 Walnut St Ste 201 Wellesley, MA 02481-2151

(781) 431-2466
samuel.c.lookner@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

More people come to Ameriprise for financial planning than any other company.¹

An Ameriprise-associated financial advisor franchise
I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct certain business in CO, CT, DC, FL, LA, ME, MI, NE, NH, NJ, NY, OR, PA, RI, TX, CA.

Areas of Focus

Investment Advice
Retirement Planning Strategies
Small Business
Saving for Education
Asset Allocation
General Financial Planning

Qualifications

Certified Financial Planner
Chartered Financial Consultant
B.A., 1991-Boston University
M.B.A., 1997-Boston University
Advanced Advisor Group, 2003-2005
Circle of Success, 2003-2005
Achievement Conference Qualifier, 2003-2005
President's Recognition Award, 2003-2005
Financial Advisor, Ameriprise Financial, 1998-Present

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.

1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.

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Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2007.