Brett Bengtson, Financial Advisor serving the Arvada, CO area - Ameriprise Advisors

Brett Bengtson

Financial Advisor

Bengtson Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 7 reviews

Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

Explore tax insights
Market volatility

Stay on track with your financial goals during changing market conditions.
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Connect with me

If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personal financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact me for a complimentary initial consultation to discuss your financial goals.

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Cash is important in today’s environment and using it strategically may help you feel more confident in achieving your financial goals. Learn more today.

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.

12 videos

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Now Playing

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

Now Playing

Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

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What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

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Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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Balancing growth and protection

Balancing growth and protection

How do you find the right balance when you’re saving for the future? Learn how the RiverSource Structured Solutions^SM annuity works to combine growth potential with a level of protection from losses. (7:35)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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Tax diversification: How to keep more of your money

Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (2:15)

Now Playing

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

Now Playing

Building financial confidence for a lifetime

Building financial confidence for a lifetime

We are a dedicated team of advisors ready to help you when you need us. With an understanding of what’s most important to you, we offer personalized advice based on your goals for today and tomorrow. See how our guidance, combined with digital tools, can help you track the progress toward your goals, anytime, anywhere. (1:10)

The Ameriprise difference

Advice based on your goals, and no one else’s

I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Brett Bengtson may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.