Quest Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our commitment is to support you in your quest for financial well-being.

At Quest Wealth Management, we value relationships built on integrity, loyalty, and trust.

Your vision is our ambition.

Honored to receive recognition

We are proud to share that Forbes named Jan Spielman one of their Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and Jan was honored as the #15 ranked advisor in Iowa. Congratulations, Jan, and thank you to all our wonderful clients for making this recognition possible. At Quest Wealth Management, helping our clients achieve their goals is the biggest reward of all.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Our videos

11 videos

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)