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Our financial advice team


Richard D Dworsky, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Richard D Dworsky

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Legacy Private Wealth Group
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • College for Financial Planning; Certified Financial Planner®
  • The American College; Chartered Life Underwriter®
  • Carlson School of Management; Bachelor of Science in Business

Awards & recognition

  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2013 - 2023
  • NAIFA Quality Award - Financial Advising and Investments , 2015

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Former trustee with NAIFA Minneapolis, a group of professionals dedicated to including the benefits of insurance within our clients' plans
  • Past steering committee member of Minnesota Business Ethics Award, an organization that excelled during it's 13-year life, in recognizing firms operating ethically in Minnesota.

Interests

  • Our annual summer adventure on Cape Cod.
  • Training with Community Emergency Response Team and the Minneapolis/St. Paul Airport Watch Group.
  • River trail hiking, and engaging in licensed (KE0IFT) amateur radio activities.