Enhance your probability for financial success With Bison Financial Group
Meet Mitchell Semans
Associate Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Client Satisfaction
5/5 rating based out of 15 reviews
Contact Info
574.867.1166
mitchell.d.semans@ampf.com
You may have many goals ahead — retirement, education, family events, travel — or may be focused on a single need like saving for a new home. Regardless of where you stand, I look forward to being the advisor who knows what’s important to you, not just the numbers in your portfolio. A financial advisor who understands your goals and broader financial picture. And importantly, a financial advisor who makes it easy to get started.
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.
When you work with me, you receive:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
- Regular meetings to review your goals, progress, and investments.
- Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
- Investment Management
- Retirement Planning Strategies
- Small Business
- Tax Planning Strategies
- Wealth Preservation Strategies
- Women's Financial Strategies
- Social Security Retirement Benefits
- Retirement Income Strategies
- Intergenerational Planning
- Saving for Education
Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.
Contact me for a complimentary initial consultation to discuss your financial goals.
One-to-one financial advice based on your goals and needs.
We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
We provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings to review your goals, progress, and investments.
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes, and help you track your progress along the way.
Anytime access to your investments and digital tools to help you stay on track.
At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your financial advisor safely and securely.
Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.
Through the Ameriprise app, your information is always at hand. You can access many of the convenient capabilities of the secure site, plus:
- Log in securely using biometric authentication
- Deposit checks into Ameriprise brokerage accounts
- Enroll in notifications to help you track transactions and alert you when certain actions occur
The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.