Advisor profile


My approach

David Wildeman - 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 Wildeman - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant “inactive”
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Southwest Minnesota State University Bachelor of Arts in Accounting

Interests

  • Family time
  • Vintage Automobiles
  • Golf
  • Travel

Awards & recognition

  • Ameriprise Circle of Success, 2003-2010