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Our financial advice team


Dane A Wilson, Financial Advisor serving the Cleveland, OH area - Ameriprise Advisors

Dane A Wilson

APMA®

Financial Advisor

Senior Vice President of
Kuttin Wealth Management
14
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Interests

Outside of my daily work I enjoy spending time at home with my wife, Kelly, my son, Ace, and our two dogs Murray and Rhona. When I am not at home, I am an avid golfer and a die-hard Cleveland Browns and Ohio State Buckeyes fan.

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts, Business, Baldwin-Wallace College, Berea, Ohio

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