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Scott R Dagel, Private Wealth Advisor serving the Watertown, SD area - Ameriprise Advisors

Scott R Dagel

CFP®

Private Wealth Advisor

Alchemy Wealth Partners
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • SECURITIES LICENSE - SERIES 7
  • SECURITIES LICENSE - SERIES 63
  • LIFE, ACCIDENT and HEALTH

Education

  • B.S., Economics - South Dakota State University, 1988

Awards & recognition

  • Ameriprise Circle of Success, 2010 - 2022
  • Ameriprise Chairman's Advisory Council, 2000
  • Ameriprise Diamond Ring Club, 2009
  • Ameriprise Circle of Success Hall of Fame, 2022

Professional associations

  • Financial Planning Association

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

I am a strong supporter of education. I believe education combined with a strong family structure will provide kids with the tools they need to succeed in the world. Because of my belief, I am a strong supporter of my children's Catholic school and my alma mater, South Dakota State University.

Interests

  • Pheasant hunting in South Dakota.
  • Family time with my wife Karla and our five children.
  • I am a supporter of SDSU athletics; season ticket holder for football and basketball.