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(301) 360-9840
brian.l.runkles@ampf.com
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
More people come to Ameriprise for financial planning than any other company.1
- An Ameriprise-associated financial advisor franchise
- I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, DC, DE, FL, IA, NC, NH, NY, PA, SC, TX, VA, WV, WY.
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning
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Professional Associations
- Rotary Club of Frederick - Board of Directors
- Academy of Finance - Board Chair
- American Red Cross - Board of Directors
- Frederick Chamber of Commerce
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Qualifications
- Certified Financial Planner
- Frederick Magazine, Jan 2003 - People to Watch
- Minnesota State University - B.S. Finance, Concentration in Financial Planning
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Office hours
- Monday: 9:00 a.m. - 4:00 p.m.
- Tuesday: 9:00 a.m. - 4:00 p.m., or By Appointment
- Wednesday: 9:00 a.m. - 6:00 p.m., or By Appointment
- Thursday: 9:00 a.m. - 4:00 p.m., or By Appointment
- Friday: 9:00 a.m. - 2:00 p.m.
- Saturday: Closed
- Sunday: Closed
The Team
Dana Athey
Dana.C.Athey@ampf.com
30 W Patrick St
Ste 501
Frederick, MD 21701
Phone: 301 360-9840
Fax: 301 360-9841
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