Skip to main content

Our financial advice team


Richard Dallen, Private Wealth Advisor serving the Brookfield, WI area - Ameriprise Advisors

Richard Dallen

MBA, CFP®, CMFC

Private Wealth Advisor

Business Financial Advisor
Paramount Financial Strategies

An Ameriprise Private Wealth Advisor

38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 22 reviews
See disclosures

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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™

Education

  • MBA, 1986, Finance and Marketing, University of Chicago Booth School of Business
  • BS, 1977, United States Merchant Marine Academy

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2024
  • Five Star Wealth Manager, 2013, 2015
  • Ameriprise Chairman's Advisory Council, 2010-2011
  • Ameriprise Diamond Ring Club, 1998
  • Ameriprise Hall of Fame, 2007

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

    • Sponsor of Handeland Flooring 70+ Majors - Senior Softball Team
    • Treasurer, Board of Directors - Happy Snout Ranch, LTD, Animal Rescue Sanctuary

Interests

Married with three children: Victoria, Richard Jr. and Jocelyn

I enjoy spending time with my family, traveling, hiking, running and reading.

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.