David Thaler

MBA, CRPC®

Financial Advisor

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David Thaler Ameriprise Financial Advisor
Office location
2851 Charlevoix Dr SE
Ste 302
Grand Rapids, MI 49546

Team Information


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(616) 988-3356
david.g.thaler@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.


Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
The Team

Karen Thaler
Administrative Assistant with the practice of David Thaler
karen.d.thaler@ampf.com

2851 Charlevoix Dr SE
Ste 302
Grand Rapids, MI 49546

616-988-3356
616-575-2156

Qualifications

  • 15 years Insurance as Administrative Assistant and in Customer Service
Daniel J. Thaler
Administrative Assistant with the practice of David Thaler

2851 Charlevoix Dr SE
Ste 302
Grand Rapids, MI 49546

616-988-3356
616-575-2156

Qualifications

  • BA - GVSU 2005
  • I am licensed and registered to conduct business in MI.
  • Based on licenses and registrations I hold, I may also conduct certain business in FL, NC, UT, WA, TN