White Ely & Associates


    A Financial Advisory Practice of
    Ameriprise Financial Services, Inc.
    3800 American Blvd. W., Suite 900
    Bloomington, MN 55431

    A financial advising team with over 50 years of combined wealth management experience, the team of White, Ely and Associates—Jason White, CFP®, CRPC®; Joshua Ely, CFP®, AAMS®; Mary Barker, and Nathan Odegard —provides superior client service, prudent and tailored advice, and the highest level of commitment and integrity so that their clients can plan for exceptional lives. The team’s combined skills and experience allow them to address financial issues from different perspectives, make tasks easier to accomplish, and simplify the lives of their clients.

    How would you describe your clients?
    Conservative, affluent, and forward-thinking.

    What sets you apart from the competition?
    The relationships we have with our clients, the advice we give them, and our team approach.

    Besides portfolio return, what benchmarks should an investor use in evaluating the cost-benefit ratio of working with a wealth advisor?
    The confidence they have in their advisor, client service, client satisfaction, and the peace of mind that they receive.

    Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.