Dawn Wolfgram
- CLF®
- Franchise Field Vice President
540 Lake Cook Road; Deerfield, IL 60015- 816.868.8991
- dawn.wolfgram@ampf.com
- Connect with me
- Hear from our advisors
30
Years of Experience See more information
Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.
95%
Territory Retention Rate See more information
Territory retention rate represents the percentage of financial advisors in the Field Vice President's territory who remained with Ameriprise Financial, during the previous calendar year.
My territory
Chicagoland, Central Illinois, Indiana
How I work to support your success
I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to experience growth, equity ownership and success.
My team and I will work with you to:
- Help you grow your practice in a manner that works best for you
- Operate with independence, knowing that support is available when needed
- Leverage a broad array of products and services to best suit your practice and clients' needs
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
Career highlights
- Served in several leadership roles in the National Association of Women in Insurance and Financial Services and the National Association of Insurance
Other interests
- Dawn and her husband, Chris, live in the Kansas City metro region and have two children and four grandchildren.
- Dawn and Chris like to boat, travel and hike.
My Leadership Team
Responsibilities
Jeffery is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Deborah works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. Deborah is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support. Deborah supports advisors in Chicago, IL including NW Indiana.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Stephanie coaches advisors on how to incorporate a systematic marketing process within their practice. She helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media.
For advisors interested in growing their financial planning business, Stephanie works with advisors to create a systematic process for their practice. She helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.
Responsibilities
Elizabeth provides day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. She is a relationship manager for select advisors and operation personnel in territory to connect with corporate resourcing and programing.