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David Mushen Ameriprise Financial Advisor

David Mushen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

 

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425.640.8636

r.d.mushen@ampf.com

 
 

26

Years of Experience

100

Client Satisfaction Score

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R.D. MUSHEN & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • Bachelor of Arts Degree
  • Masters in Educational Administration
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
View Definitions

Office Location

110 James St
Ste 105
Edmonds, WA 98020-8430
Map Phone: 425.640.8636 Fax: 425.640.8635

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2008-2011

Professional Networks

View my LinkedIn Profile

Education

  • B.A., 1970, Wayne State University, Detroit, Michigan
  • M.A., 1976, Eastern Michigan University, Ypsilanti, Michigan
  • CFP, 1994, College for Financial Planning, Denver, Colorado

Professional Associations

My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Interests

  • Cooking for family and friends. My dry rubbed babyback ribs cannot be beat!
  • Working out. Personal accountability is important.
  • Skiing at Whistler.
  • Watching my Detroit Red Wings and still playing a little over 50 hockey. We don't bodycheck anymore!
  • Nearly anything outdoors: snowshoeing, camping, hiking and just walking in the woods.

Community Participation

  • David currently sits on the committee for the Fred Hutch Award which raises money to support the Fred Hutchinson Cancer Research Center.
  • He is a past President and current member of the University Sunrise Rotary.
  • David was also Scoutmaster with the Boy Scouts of America for 15 years and is currently a merit badge counselor.

Fred Hutchinson Cancer Research Center

Market Watch

Market News

License Information

I am licensed and registered to conduct business in WA.
Based on licenses and registrations I hold, I may also conduct business in MD, CA, AK, OR, MI, CT.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • 1As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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