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David Auerbach, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

David Auerbach

Private Wealth Advisor

Plank, Auerbach & Associates

An Ameriprise Private Wealth Advisor

35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 35 reviews
See disclosures

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
  • Family Finances
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Small Business

Education

  • B.S.B.A., Finance The American University, Washington D.C. 1986-1990

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2024
  • Plank, Auerbach & Associates, Ameriprise Client Experience Award, 2020-2024

Community participation

Interests

Running marathons. I finished my first marathon in Honolulu in 2003.

Spending time with Family - coaching kids' - basketball, soccer & baseball

Cooking & Baking

Playing Tennis & Golf