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Our financial advice team


Dave Casteel, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Dave Casteel

CFP®

Financial Advisor

Associate Vice President
Prairie Pointe Financial Group
16
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 Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Family Finances
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7
  • Series 66
  • Life Insurance, Health Insurance and Annuities

Education

  • BSBA - Management from University of Nebraska - Kearney

Previous experience

  • Wells Fargo Advisors, 2008-2019
  • Ameriprise Financial LLC, 2019 - Current

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Board Member on the Sarpy County Nebraska SID 276
  • Leadership Committee for Freedom Athletics
  • Volunteer - Heartland Hope Mission
  • Youth Coach - hockey, baseball, basketball & football

Interests

Spending time with family: My Wife Dawn and 2 Boys (Mikey - 14 & Alex - 12)

Coaching Youth Athletics

Playing Hockey, Baseball & Golf

Live Sporting Events

Live Music