Bryan S Charlesworth

US Patent:

8635142, Jan 21, 2014

Filed:

Apr 4, 2012

Appl. No.:

13/439560

Inventors:

William J. Moran - Minnetonka MN, US
Bryan Charlesworth - Burnsville MN, US
Stan Jacobson - St. Paul MA, US
James R. Geppert - St. Paul MN, US
Marcy Keckler - Edina MN, US
Bryan Doherty - St. Louis Park MN, US
Nicolle Reker - Little Canada MA, US

Assignee:

Ameriprise Financial, Inc. - Minneapolis MN

International Classification:

G06Q 40/00

US Classification:

705 36R

Abstract:

A particular method includes identifying a financial planning objective for a financial planning client and creating a financial planning goal for the financial planning client based at least in part on the financial planning objective. A financial planning recommendation is associated with the financial planning goal, and data identifying the financial planning goal and the financial planning recommendation is stored in a data store. The method also includes monitoring activity of the financial planning client and at least one other financial planning client to detect a financial planning trend. In response to the detected trend, a financial planning product is selected for potential incorporation into subsequent recommendation(s).

US Patent:

20100306126, Dec 2, 2010

Filed:

May 29, 2009

Appl. No.:

12/475260

Inventors:

William J. Moran - Minnetonka MN, US
Bryan Charlesworth - Burnsville MN, US
Stan Jacobson - St. Paul MN, US
James R. Geppert - St. Paul MN, US
Marcy Keckler - Edina MN, US
Bryan Doherty - St. Louis Park MN, US
Nicolle Reker - Little Canada MN, US

Assignee:

Ameriprise Financial, Inc. - Minneapolis MN

International Classification:

G06Q 40/00

US Classification:

705 36 R, 705 35

Abstract:

Methods, systems, and computer-readable media are disclosed for managing goals and recommendations. A particular method includes identifying one or more financial planning objectives for a financial planning client, receiving information relating to the one or more financial planning objectives, and creating a financial planning goal for the financial planning client based at least in part on an analysis of the information. One or more financial planning recommendations are associated with the financial planning goal, and data identifying the financial planning goal and the one or more financial planning recommendations is stored in a data store. The method also includes monitoring progress of the financial planning client with respect to the financial planning goal over at least a portion of a financial planning lifecycle.

US Patent:

20140108298, Apr 17, 2014

Filed:

Dec 16, 2013

Appl. No.:

14/107611

Inventors:

- Minneapolis MN, US
Bryan Charlesworth - Burnsville MN, US
Stan Jacobson - St. Paul MN, US
James R. Geppert - St. Paul MN, US
Marcy Keckler - Edina MN, US
Bryan Doherty - St. Louis Park MN, US
Nicolle Reker - Little Canada MN, US

Assignee:

AMERIPRISE FINANCIAL CENTER - Minneapolis MN

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

A particular method includes creating a financial planning goal for a financial planning client based at least in part on a financial planning objective. A financial planning recommendation is associated with the financial planning goal, and data identifying the financial planning goal and the financial planning recommendation is stored in a data store. The method also includes monitoring activity of the financial planning client and at least one other financial planning client to detect a financial planning trend. In response to the detected trend, a financial planning product is selected for potential incorporation into subsequent recommendation(s).