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Our financial advice team


David Milkovich, Financial Advisor serving the Great Falls, MT area - Ameriprise Advisors

David Milkovich

MBA

Financial Advisor

Franchise Owner
Granite Peak Wealth Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 16 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • Masters of Business Administration

Education

  • Masters of Business Administration, Washington State University - 1994
  • Bachelor of Arts, University of Montana - 1986 Finance, Economics - Minor

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • Microsoft Alumni Network

Previous experience

  • Financial Analyst - Microsoft Corporation - Redmond, Washington, 1994 - 1997

Community participation

  • Benefis Peace Hospice of Montana - "No One Dies Alone" Program - Volunteer
  • Camp Francis - Child Bereavement Camp - Volunteer

Interests

  • Fly Fishing
  • Travel
  • Gardening
  • Reading