Our financial advice team

Zach Bakke, Associate Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Zach Bakke

MBA

Associate Financial Advisor

Generations Wealth Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
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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
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance
  • Saving for Education

Education

  • Master of Business Administration. Opus College of Business at the University of St. Thomas. St. Paul, MN
  • Bachelor of Arts. Psychology. University of Minnesota. Minneapolis, MN

Awards & recognition

  • Generations Wealth Group, Forbes Best-in-State Wealth Management Teams, 2024

Connect with us

Zach Bakke may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0H09081

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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