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Our financial advice team


Adam Palen, Financial Advisor serving the Rochester, MN area - Ameriprise Advisors

Adam Palen

Financial Advisor

Pinnacle Private Wealth Group
21
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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies

Education

  • BA in Finance, University of St. Thomas, St. Paul, MN
  • BA in Economics, University of St. Thomas, St. Paul, MN

Awards & recognition

  • Ameriprise Circle of Success, 2017-2018, 2021-2024
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2021-2024

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Interests

  • Spending time with family
  • Playing golf
  • Watching football, basketball, hockey
  • Reading