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David G Barzen, Private Wealth Advisor serving the Des Moines, IA area - Ameriprise Advisors

David G Barzen

CFP®

Private Wealth Advisor

Franchise Owner
Barzen & Associates Wealth Advisors on Grand
35
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
  • Retirement Income Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Iowa, Iowa City - B.A. in Finance and Marketing - Graduated 1989
  • Iowa State University, Ames - Business - 1985 to 1986
  • Des Moines Area Community College - 1984 to 1985
  • Merrill Lynch - 1989 (Intern), University of Iowa Hospitals - '87-'89 (Claims)

Awards & recognition

  • Ameriprise Circle of Success, Years: 1993, 1996-2022
  • Ameriprise Circle of Success Hall of Fame, Since 2019

Previous experience

  • Brokerage Assistant - Merrill Lynch in Davenport Iowa, 1989

Community participation

I am President of the Des Moines Historical Society. I have a passion for educating Des Moines residents of their local history and try to raise awareness of items that might need preserving or restoration around the Des Moines Metro.

Interests

I enjoy my wife (Kristy - also an advisor since 1991) and my children, Jackson and Roman. I also like to spend time with my clients/friends both at and outside of work.

One of my passions - I try to get others to recognize and keep many of our city's historic structures - while restoring their glory and adding to the fabric of our past...

I also enjoy sharing my love of snow skiing, boating, music and travel - with my family and friends.

And I always have fun watching my kids participate in sporting activities.

Keep a smile and make others lives better.