Un hombre y una mujer sentados juntos en un gran barco de lujo sobre el agua rodeados de montañas

IncredibleWealth

Asesoramiento financiero para ayudarlo a alcanzar sus objetivos.
 

 

Expert Financial Guidance Tailored to Your Life, Your Business, and Your Future

At IncredibleBank, we partner with Ameriprise Financial to provide personalized financial planning and investment services.
 
We serve individuals and businesses across Michigan, Wisconsin, and Florida—offering strategies built around your goals.
 
Whether you're preparing for retirement, managing business succession, or exploring insurance and annuity options, our advisors bring decades of experience to every conversation.
 
From communities like Marquette and Wausau to Cape Coral, we help clients navigate life’s financial decisions with confidence and clarity.
 
Our approach combines local insight with nationally recognized expertise—so you can plan for what matters most, wherever you are.
 





Silueta de un hombre y una mujer de pie sobre unas rocas con vistas a un lago y montañas durante el atardecer

Servicios financieros personales

Your financial goals are personal—and your plan should be too.

Whether you're saving for retirement, investing for growth, or preparing for life’s unexpected turns, our advisors offer personalized strategies built around your priorities.

Through our partnership with Ameriprise Financial, we deliver expert guidance and access to solutions that help you move forward with confidence. 

What personal financial services does IncredibleBank offer through Ameriprise Financial?

  • Financial Planning – Build a personalized roadmap for your financial future.
  • Retirement Income Strategies – Plan for steady income after you stop working.
  • Investment Solutions – Grow your wealth with tailored investment strategies.
  • Insurance and Annuities – Protect what matters most with coverage that fits your life.
  • Education Expense Planning – Prepare for college costs with smart saving strategies.
  • Estate Planning Strategies – Ensure your legacy is protected and passed on as intended.
  • Tax Planning Strategies – Optimize your financial decisions with tax-smart guidance.

Take the first step toward a financial plan designed just for you.

 

Talk to an advisor



Una mujer sonriendo y caminando con una maleta y un bolso a través de un vestíbulo

Servicios financieros para empresas

Your business deserves more than a one-size-fits-all approach.

From succession planning to employee retirement benefits, our advisors help you build financial strategies that support your growth and protect your future.

With Ameriprise Financial’s resources and our local insight, we’re here to help you make smart, confident decisions for your business.

What business financial services are available through IncredibleBank and Ameriprise Financial?

  • 401(k), Simple IRA, and SEP Plans – Offer retirement benefits that attract and retain talent.
  • Business Succession Planning – Prepare for leadership transitions with confidence.
  • Brokerage and Managed Investment Accounts – Manage business assets with professional oversight. 

Build a strategy that helps your business grow and thrive.

 

Protect My Business Future



Dos hombres en un barco sobre el agua rodeados de montañas

Meet Your Advisors

Our financial advisors serve communities across Michigan, Wisconsin, and Florida—bringing deep local insight and nationally recognized expertise to every conversation.

IncredibleWealth is a financial advisory practice of Ameriprise Financial Services, LLC, a longstanding leader in financial planning and advice. Ameriprise has served over 2 million clients for more than 130 years, with over $1 trillion in assets under management and administration.¹

We are not investment clients of Ameriprise, but we do have a revenue-sharing relationship that creates a conflict of interest.²

Encuentre más información sobre cómo trabajamos juntos en ameriprise.com/sec-disclosure.

¹ Source: Ameriprise company reports
² Source: Ameriprise Q2 2024 Earnings Release

Productos de inversión:
Not FDIC or NCUA Insured · No Financial Institution Guarantee · May Lose Value. Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.

Ameriprise Financial no garantiza resultados financieros futuros.
Financial planning services are optional and priced based on your advisor's fee schedule. Ameriprise does not offer tax or legal advice. Consult your tax advisor or attorney for guidance.

Los productos y servicios de asesoramiento sobre inversiones se ofrecen a través de Ameriprise Financial Services, LLC, una empresa de asesoramiento de inversiones registrada. Valores ofrecidos por Ameriprise Financial Services, LLC. Miembro de FINRA y SIPC. View the Ameriprise FINRA BrokerCheck listing. 


























 




































































Hable con uno de nuestros asesores financieros y comience ahora

Dan Augustine, AIF®
Asesor financiero
Se encuentra en la sucursal de Wausau en 17th Avenue

Teléfono: 715-348-1515
dan.augustine@ampf.com




Conozca a Dan

Brian J. Coleman
Asesor financiero
Se encuentra en la sucursal de Marquette, lado oeste

Teléfono: 906-273-2626
brian.coleman@ampf.com




Conozca a Brian

Jeff Isaacson, AIF®
Asesor financiero
Se encuentra en la sucursal de Merrill

Teléfono: 715-539-1519
jeff.isaacson@ampf.com




Conozca a Jeff


Jodi Tanner, CRPC™
Asesor financiero
Se encuentra en Cape Coral, Skyline

Teléfono: 239-666-3126
jodi.tanner@ampf.com




Conozca a Jodi


Bryan McCracken
Especialista en operaciones
Se encuentra en la sucursal de Wausau en 17th Avenue

Teléfono: 715-348-1527
bryan.a.mccracken@ampf.com