Spencer Burkert, Financial Advisor serving the Greensburg, IN area - Ameriprise Advisors

Spencer Burkert


Financial Advisor
A financial advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

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  • Personalized advice

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

Our Approach

No matter where you are in life, we know you want to have comfort and confidence in your financial future because fear should never be an anchor that weighs your life down. Financial health can be the sail that pushes you forward, motivates you, and helps achieve your dreams. The problem might be that you are not sure who to trust with your ambitions and that makes you feel uneasy.

Having a teacher-mentality is a key value of ours. We believe it’s important for you to have a complete understanding of your finances and we’re here to help educate in plain English, not fancy financial terminology. We have advised people just like you on how to set attainable goals and build financial confidence, so that they can live comfortably without fear.

Here’s how we do it:

Connect - Request a consultation.

Collaborate - We will collectively look at your situation.

Carry-out - Together we will develop a realistic plan to help attain your goals.

Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.

My videos

3 videos

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

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)