Advisor profile


My approach

Dean P Velzke - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Dean P Velzke - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Interests

I have had the pleasure of working in the Financial Services Industry for the past 25 years. I truly enjoy the endless challenges, opportunities and learnings the industry offers and the opportunity to help our clients achieve their personal goals.

I enjoy spending time with our family and friends, watching all Minnesota sports teams, biking, racquetball an occasional round of golf, live music, theater and working in the yard.

Community participation

Current Board Positions:

Owatonna Foundation - Trustee

Catholic Education Memorial Foundation (CEMF)

Past Board Positions:

St Mary's School Board - Chair

Economic Development Authority (EDA - Chair

Owatonna Arts Center

Young Life Adult Committee

St Mary's Knight of Knights Committee

Community Memberships:

Owatonna Country Club

Owatonna Knights of Columbus

St Joseph's Catholic Church

Awards & recognition

  • Ameriprise Circle of Success, 2005-2008, 2011-2012
  • Ameriprise Diamond Ring Club, 2011