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Kimm C. Hannan, President of Hannan and Associates, a financial advisory practice of Ameriprise Financial Services Inc., has an unorthodox view on the importance of good financial planning. “I help clients ensure a quality retirement and allow them to accomplish things close to their heart,” he said.

Hannan attributes his success in the financial industry to his unique collaborative approach: Dream. Plan. Track. “Most people don’t take time to know what their dreams are. We are concerned with clients taking a look at themselves, their families, what they care about, and giving excess money to charitable causes,” Hannan explained. “Most clients want to help local causes, but aren’t sure they can or how much. I show them how.”

Hannan knows from experience that the entrepreneurial life is never without risk. Over 25 years ago he began a start-up company that failed, and he became a corporate broker in the aftermath. In 1994, Hannan signed on as a financial advisor at Ameriprise. “At the time, my son was starting college,” said Hannan, “So I didn’t have any choice but to succeed.” 

Today, Hannan and Associates is one of the top 350 Ameriprise franchises. In 2008 Hannan joined the prestigious Diamond Ring Club, which is awarded to Ameriprise advisors who provide superior client service, high quality advice and superior production.   

Regardless of his financial success, Hannan knows that maintaining a loyal and satisfied client base is the most important thing. “Our priorities are the growth of assets and the hearts of our clients,” said Hannan. He learned this lesson after his own experiences with tragedy.  “We have to understand what’s important in life.  So I help clients through the tough times by praying with them.”


www.ameriprise.com/

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