Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Erik Jensen, Associate Financial Advisor serving the Bloomington, MN area - Ameriprise Advisors

Erik Jensen

Associate Financial Advisor

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Team

David R Spethmann

David R Spethmann

Paraplanner,

Operations Manager

Qualifications

  • Dave earned his degree in Business / Economics from St. Cloud State University. He has been with Ameriprise Financial since 2021. He holds his Series 7 and 66 and Minnesota Insurance License.

Roles & Responsibilities

  • As a para planner and operations manager, Dave oversees client service and provides personal assistance to our client's various needs.
  • Dave also assists with meeting preparation and ensures a smooth resolution of all recommendations and follow-up items.
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