Advisor profile


My approach

David G Barzen - 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 G Barzen - My approach photo

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
32
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Iowa, Iowa City - B.A. in Finance and Marketing - Graduated 1989
  • Iowa State University, Ames - Business - 1985 to 1986
  • Des Moines Area Community College - 1984 to 1985
  • Merrill Lynch - 1989 (Intern), University of Iowa Hospitals - '87-'89 (Claims)

Interests

I enjoy my wife (Kristy - also an advisor since 1991) and my children, Jackson and Roman. I also like to spend time with my clients/friends both at and outside of work.

One of my passions - I try to get others to recognize and keep many of our city's historic structures - while restoring their glory and adding to the fabric of our past...

I also enjoy sharing my love of snow skiing, boating, music and travel - with my family and friends.

And I always have fun watching my kids participate in sporting activities.

Keep a smile and make others lives better.

Community participation

I actively volunteer for the Des Moines Historical Society. I have a passion for educating Des Moines residents of their local history and try to raise awareness of items that might need preserving or restoration around the Des Moines Metro.

Awards & recognition

  • Ameriprise Circle of Success, Since 2007

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.