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David S Meyer, Private Wealth Advisor serving the Marshfield, WI area - Ameriprise Advisors

David S Meyer

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Lifescape Wealth
31
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
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science 1993 University of WIsconsin Green Bay

Awards & recognition

  • Lifescape Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Financial Security Professionals, 2023
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Ameriprise Circle of Success, 2006 - 2023
  • Lifescape Wealth, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Hall of Fame, 2017
  • Ameriprise Diamond Ring Club, 2006

Community participation

Interests

I'm a member of the Marshfield Area Chamber of Commerce and Industry. We take pride in giving back to our community by sponsoring local events. Our team also volunteers time monthly with many organizations such as:

Marshfield Area United Way, The Hannah Center, Children’s Miracle Network, Marshfield Clinic Health System Foundation, Marshfield Tiger Booster Club and the Marshfield Area Pet Shelter

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Lifescape Wealth has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.