Dale Shafer

APMA®, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial advice

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  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Financial confidence

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Background and qualification information is available at FINRA's BrokerCheck website.

Values-based advice

Values-based advice begins with defining why money is important to you and what you want you want for yourself. I believe when these magic questions are clearly understood, they identify your true values and become the lens through which all our work together will be viewed.

I believe what you value serves as the reliable compass by which you make important financial and non-financial choices – not the direction of the stock market, or temporary emotional tugs, or the fear of missing out.

When your choices are aligned with your clearly defined values, I will serve as your guide and financial advisor through life’s many inevitable twists, turns, and transitions.

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)