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Dane Burkholder, Private Wealth Advisor serving the Lancaster, PA area - Ameriprise Advisors

Dane Burkholder

CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

Roseville Wealth Management Group
22
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 Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS, Business Administration - Finance, Millersville University, Millersville, PA

Awards & recognition

  • Roseville Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Barron’s Top 100 Independent Financial Advisors, 2021-2023
  • AdvisorHub Advisors to Watch (over $1Bil), 2022-2023
  • Barron’s Top 1,200 Financial Advisors, 2020-2024
  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2019
  • Ameriprise Chairman's Advisory Council, 2019-2020
  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success, 2018

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

  • The Ephrata Gridiron Club
  • The Ephrata Community Health Foundation

Interests

  • Triathlons - I completed my first Ironman Triathlon at Ironman Louisville in August 2010. Since then I've also completed Ironman Lake Placid in July 2014, and Ironman Arizona 2016.
  • Family - I have a great wife, Jamie, 2 daughters, Bria and Cali, and our rescue pup, Samson.
  • Traveling - I enjoy getting away to spend time with my family atleast 2 times per year.

Honored to receive recognition

My team and I are committed to helping our clients with their financial goals, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2024 Top 1,200 Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.