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Daniel Bartel, Private Wealth Advisor serving the New Brighton, MN area - Ameriprise Advisors

Daniel Bartel

CFP®, APMA

Private Wealth Advisor

President of
Bartel Wealth Management

An Ameriprise Private Wealth Advisor

24
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 45 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
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Financial Management, University of St. Thomas

Awards & recognition

  • Ameriprise Circle of Success, 2009-2023
  • Forbes Best-in-State Wealth Advisors, 2019-2025

Professional associations

  • Ameriprise National Franchisee Advisory Council, 2018 - 2021

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

  • Supporter of the Alzheimer's Association Minnesota - North Dakota Chapter.
  • Youth hockey coach for Mounds View/Irondale.

Interests

  • Spending time with my wife and three children.
  • Running; I have completed ten marathons and numerous other races.

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!