Dawn Wolfgram
CLF®
Franchise Field Vice President
Years of Experience
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.Years of Experience
Territory Retention Rate
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.Territory Retention Rate
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
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Responsibilities
Jeffery is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
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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.
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Responsibilities
Adam specializes in helping advisors drive growth through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions. Additionally, he works with advisors on strategies to move up market and go deep with their best clients.
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Stephanie specializes in helping advisors drive practice results through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she works with advisors on strategies to move up market and go deep with their best clients.
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Responsibilities
Megan provides administrative and operational support, and also coordinates meetings, training and seminars. Megan is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
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Responsibilities
For advisors interested in growing their financial planning business, Deja works with advisors to create a systematic process for their practice. Deja 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.
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Responsibilities
Kyle helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.