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Daniel Polson, Financial Advisor serving the Minneapolis, MN area - Ameriprise Advisors

Daniel Polson

CFP®, CRPC

Financial Advisor

Heritage Wealth Advisors
17
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

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.A., 2008, Financial Planning, Minnesota State University, Mankato, MN

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019 & 2022-2023
  • Five Star Wealth Manager, 2013 - 2024
  • Forbes Top Next-Generation Wealth Advisors, 2018 & 2021
  • Forbes Best-in-State Wealth Advisors, 2021

Interests

  • I enjoy being active. I love to golf in the summer and play racquetball during the winter months. I run a few half marathons per year & compete in a triathlon annually.
  • My wife and I love to travel. We typically escape the cold every winter by travelling to a warm destination.