Yelverton & Associates
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Yelverton & Associates
A private wealth advisory practice of 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.
07/10/2025
No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:
1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals
https://bit.ly/4ja5cNP
07/08/2025
Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.
07/06/2025
Whether you’re a caregiver today or want to be prepared for the possibility, We can help you navigate the complex financial challenges that can arise when caring for an aging parent or loved one.
Yelverton & Associates
Caring for aging parents and loved ones How to manage the unique financial, medical and legacy challenges.
07/03/2025
Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
A remarkable finish to a remarkably volatile quarter Get more expert insights by reading the latest Weekly Market Perspectives.
06/17/2025
What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.
Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed.
06/12/2025
“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Financial Vice President of Financial Planning and Advice Deana Healy shares tips to help parents balance their financial goals in this interview with Fortune.
Parents who strive to be 'perfect' for their kids can risk their own retirement security, report finds 72% of parents report experiencing guilt while 35% put pressure on themselves to be the 'perfect' parent.
06/11/2025
Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP
06/11/2025
Creating your legacy isn't just about passing on an estate. What values or interests will you share with the people you love?
05/20/2025
Congratulations to the class of 2025! What's next for the graduate in your life?
Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility.
05/15/2025
If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.
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Our Story
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.
Areas of Focus
Investments
Retirement Planning Strategies
Family Finances
Saving for Education
Education Planning
IRA Rollover
Estate Planning Strategies
Retirement Income Strategies
Insurance
Tax Planning Strategies
Retirement Plan Distribution
Small Business
I am licensed and registered to conduct business in LA.
Based on licenses and registrations I hold, I may also conduct business in IA, MO, OK, CO, NJ, TX, VA, GA, AR, MS, TN.
AR Insurance #7529265
Working Together
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.
Category
Address
Shreveport, LA
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |