Background and qualification information is available at FINRA's BrokerCheck website.
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.
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.
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We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow.
In today’s market environment, ‘Sequence of Returns’ risk is one of the most critical risks to protect against.
Bring your retirement dreams to life, grow your money, and live the retirement you envision.
If your financial advisor saw you on the street, would they recognize you? Developing a relationship with an advisor who knows you and understands what’s important to you can help you live more financially confident. Visit Ameriprise.com/brilliant.
Valuable financial advice can be passed on from one generation to the next. Establishing a relationship with the right financial advisor can help you and your loved ones start planning for the tomorro
When you turn 59½, you may be able to roll over some of your 401(k) while you continue to work. This option may allow you to select from a wider range of investment options that could help reduce risk
Watch our video for an introduction to the secure site and learn more about working with your advisor online.
Marcy Keckler Vice President, Financial Advice, provides insight on key actions investors should take or avoid during market swings.
Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control.
Use indexed universal life to get the insurance protection you need while balancing your risk and reward.
Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits.
Proud to be part of Ameriprise, which was included in the 2020 Bloomberg Gender-Equality Index.
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.
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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.