Advisor profile


My approach

David Schlafman - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
David Schlafman - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Employee Stock Options
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • The University of North Dakota, Grand Forks, ND, Bachelor of Business Administration, 2000

Interests

Family, Hockey, Youth Hockey Coach, Hunting, Fishing, Camping

Community participation

Youth Hockey Coach

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Ameriprise Circle of Success, 2019
  • Barron’s Top 1,200 Financial Advisors, 2019-2020
  • Financial Times 400 Top Financial Advisers, 2019-2020

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!