Advisor photo for Dane Burkholder

Dane Burkholder

CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor
Managing Partner of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial priorities

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  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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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.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

I take the time to understand what’s truly important to you —whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.


Learn more about how I can help you meet your financial goals

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Honored to be recognized in Barron's

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2022 Top 1,200 Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is based on data from the previous calendar year and is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking.