Advisor profile


My approach

David Brennan - 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 Brennan - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • MBA., 2017 Western Michigan University, Kalamazoo, Michigan

Interests

I am a family man who enjoys sports and has a passion for helping people. Prior to Ameriprise, I held a variety of positions in Finance, but my passion has always been in Wealth Management.

My wife and I both grew up in the St. Joseph/Stevensville area and have been married almost 3 years.

Part of why I do what I do is that I believe in the importance of the family to society. Strong families build a better society. I think that I can contribute to the strength of families by helping them take control of their finances and plan well for the future.

Let's talk about how I can help you take control of your future today!

Community participation

-Former youth travel baseball coach -Previous involvement in Big Brothers Big Sisters in college as well as Special Olympics

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • CFA Society of West Michigan

Previous experience

  • Financial Analyst, Getman Corporation; 2018-2019, 1.5
  • Financial Analyst, Corporate One Federal Credit Union; 2017-2018, 1
  • Financial Planning Intern, LVM Capital Management; 2016-2017, 1
  • Teller, Advia Credit Union; 2015-2016, 1