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Experienced Advisors

Experienced Advisors

Rashonner Lillie, CFP®, CPRC®

Financial Advisor

Experienced Advisors

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"Seeing our advisors and employees come together so quickly and effectively to help our clients navigate this crisis has been truly heartening."

- James Cracchiolo
Chairman and CEO
Ameriprise Financial

Learn more about the Ameriprise Difference

Why choose Ameriprise?

Awards/Accolades

  • 6

    Advisors named to Forbes Top Next-Gen Wealth Advisors 20223

  • 79

    Advisors named to Forbes Next-Gen Wealth Advisors Best-in-State3 

  • 4

    Advisors named  to Forbes Top Women Wealth Advisors3

Key Dates

  • AUG 17

    Recruiting VIP Open House 

    By invitation

    Minneapolis, MN

  • AUG 18

    Recruiting VIP Open House 

    By invitation

    Minneapolis, MN

Recently Joined

  • Lisa Anne Policare

    New Hope, PA
    Formerly of LPL

  • Ireen Sommer

    Wayzata, MN
    Formerly of Wells Fargo

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking.

The term Military Friendly® is a registered trademark of Viqtory, Inc., and is used with permission. For more information, visit www.militaryfriendly.com or www.viqtory.com.
3This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Forbes, Working Mother magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.