Advisor profile


My approach

David Boersig - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

David Boersig - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management
  • Retirement Plan Distribution
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • DeSmet Jesuit High Graduate
  • St. Louis University Graduate Bachelor's Science in Finance

Interests

Sports Enthusiasts, St. Louis Baseball Cardinals, Golf

Community participation

*RHEMA Foundation, Board Member, Belleville IL

*Midwest Career Source, Board Member, Belleville IL

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018

Professional associations

  • RHEMA Foundation

Previous experience

  • Financial Advisor - UBS, 2005-2012
  • Investment Representative - Edward Jones, 1996-2005