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

  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

  • Connect with me

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

    Contact me

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

Staying focused on tomorrow’s goals

As a financial advisor, people may think I only work with money. But the most important part of my job is working with my clients and providing advice to help them reach their financial goals. What’s important to you is my priority. I’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Evaluate your 401(k)

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.