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Our financial advice team


Ben Nelson, Financial Advisor serving the Des Moines, IA area - Ameriprise Advisors

Ben Nelson

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
PEAK Capital
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 2 reviews

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
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health

Education

  • B.A., Economics - University of Iowa, 2003

Awards & recognition

  • Business Record Forty Under 40, 2015

Community participation

Interests

  • Spending time with family and friends
  • Golfing
  • Fishing
  • Traveling
  • Community involvement
  • Church
  • Philanthropy