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Dawn Wolfgram

CLF®
Franchise Field Vice President

Headshot of Dawn Wolfgram
540 Lake Cook Road; Deerfield, IL 60015
30

Years of Experience

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.

95%

Territory Retention Rate

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.

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
  • Headshot of Nichol Stimac

    Nichol Stimac

    Recruiting Director
    Responsibilities

    Nichol is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

  • Headshot of Deborah Meitzler

    Deborah Meitzler

    Manager, Franchise Recruiting and Engagement
    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.

  • Headshot of Adam Hirsch

    Adam Hirsch

    Regional Sales Director
    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.

  • Headshot of Stephanie Feldman

    Stephanie Feldman

    Regional Sales Manager

    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.

  • Headshot of Megan Panchyshyn

    Megan Panchyshyn

    Senior Territory Coordinator
    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.

  • Headshot of Deja Foster

    Deja Foster

    Financial Advice Sales Consultant
    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.

  • Kyle Wedin

    Installation Manager
    Responsibilities

    Kyle helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.  

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.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.