Itzen Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial advice

    Receive personalized advice based on what’s most important to you.
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  • Your financial goals

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

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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Honored to be recognized by Forbes

We’re excited to announce that Forbes named Derek Johnson one of their Top Next Generation Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Derek to help our clients achieve their financial goals. All of us at Itzen Wealth Management would like to thank our clients for their trust, which made this recognition possible.

Our videos

3 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)