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Lance E Butner, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Lance E Butner

CFP®, BFA, ChFC®, CLU®

Private Wealth Advisor

CONSILIUM WEALTH GROUP

An Ameriprise Private Wealth Advisor

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 Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Arts Concordia College Moorhead, MN

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019 - 2024
  • Five Star Wealth Manager, 2012-2020, 2022-2024
  • Ameriprise Circle of Success, 1992-2023
  • CONSILIUM WEALTH GROUP, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success Hall of Fame, 2016
  • Ameriprise Chairman's Advisory Council, 2015

Community participation

CONSILIUM WEALTH GROUP - Community participation photo
  • Eden Prairie Community Foundation
  • Feed My Starving Children
  • Ready for Success
  • Miracle League Field of West Metro
  • Special Olympics - Bowling
  • Ronald McDonald House
  • Sharing & Caring Hands
  • The First Tee
  • Loaves & Fishes
  • PROP - People Reaching Out to People
  • Catholic Charities - St. Joseph's Home for Children Emergency Shelter

Interests

My wife, Mary, and I are blessed to have four wonderful daughters, and a life filled with family, faith, friends and more activities than we can imagine. When time allows, you'll find me on a golf course or enjoying other sports. Family and relationships are very important to me, and they greatly impact my philosophy and approach to wealth management. I know first-hand, the importance of planning for what matters most for families, businesses and the future. Life is precious and I am grateful to be in a business where relationships are valued and we can truly make a difference.