Steven N Brandt, Private Wealth Advisor serving the Minnetonka, MN area - Ameriprise Advisors

Steven N Brandt

CFP®, CIMA®, CLU®, CRPC®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Team Perspective and Personalized Service

  • Comprehensive financial planning approach
  • Wealth management & tax planning strategies
  • Retirement & estate planning strategies

We strive to be our clients’ "go-to" resource for financial planning and investment advisory services. We believe our experience providing customized and knowledgeable financial advice helps our clients simplify their financial lives and can offer clarity in our increasingly complex world. Together, we systematically review progress toward client goals and adjust the strategy to reflect personal and economic changes as needed. Our experience is combined with a sincere interest in each of our clients’ financial objectives.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

6 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)