Patents by Inventor Nicolle Reker

Nicolle Reker has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Management of goals and recommendations
    Patent number: 10249001
    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).
    Type: Grant
    Filed: December 16, 2013
    Date of Patent: April 2, 2019
    Assignee: AMERIPRISE, FINANCIAL, INC.
    Inventors: William J. Moran, Bryan Charlesworth, Stan Jacobson, James R. Geppert, Marcy Keckler, Bryan Doherty, Nicolle Reker
  • Management of Goals and Recommendations
    Publication number: 20140108298
    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).
    Type: Application
    Filed: December 16, 2013
    Publication date: April 17, 2014
    Applicant: AMERIPRISE FINANCIAL CENTER
    Inventors: William J. Moran, Bryan Charlesworth, Stan Jacobson, James R. Geppert, Marcy Keckler, Bryan Doherty, Nicolle Reker
  • Management of goals and recommendations
    Patent number: 8635142
    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).
    Type: Grant
    Filed: April 4, 2012
    Date of Patent: January 21, 2014
    Assignee: Ameriprise Financial, Inc.
    Inventors: William J. Moran, Bryan Charlesworth, Stan Jacobson, James R. Geppert, Marcy Keckler, Bryan Doherty, Nicolle Reker
  • MANAGEMENT OF GOALS AND RECOMMENDATIONS
    Publication number: 20120197818
    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).
    Type: Application
    Filed: April 4, 2012
    Publication date: August 2, 2012
    Applicant: Ameriprise Financial, Inc.
    Inventors: WILLIAM J. MORAN, Bryan Charlesworth, Stan Jacobson, James R. Geppert, Marcy Keckler, Bryan Doherty, Nicolle Reker
  • Management of goals and recommendations
    Patent number: 8190502
    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.
    Type: Grant
    Filed: May 29, 2009
    Date of Patent: May 29, 2012
    Assignee: Ameriprise Financial, Inc.
    Inventors: William J. Moran, Bryan Charlesworth, Stan Jacobson, James R. Geppert, Marcy Keckler, Bryan Doherty, Nicolle Reker
  • MANAGEMENT OF GOALS AND RECOMMENDATIONS
    Publication number: 20100306126
    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.
    Type: Application
    Filed: May 29, 2009
    Publication date: December 2, 2010
    Applicant: Ameriprise Financial, Inc.
    Inventors: William J. Moran, Bryan Charlesworth, Stan Jacobson, James R. Geppert, Marcy Keckler, Bryan Doherty, Nicolle Reker