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Our financial advice team


David Muschenheim, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

David Muschenheim

CRPC, APMA

Financial Advisor

Summit Private Wealth Group
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

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
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Saving for Education
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Beloit College B.A . 1994

Awards & recognition

  • Five Star Wealth Manager, 2012- 2017, 2021, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Investment Committe Board Member and Gala Sponsor of the Minnesota Colorectal Cancer Research Foundation

Volunteer for Dining Out For Life to benefit the Aliveness Project

Gala Sponsor for OutFront Minnesota

Organizer for annual groups at Feed My Starving Children

Donor to the American Heart Association, Open Arms Minnesota, Minnesota Public Radio, White Bear Sailing School, Beloit College and Mounds Park Academy

Interests

My wife Ellen, and I are proud parents of an active young girl. We enjoy being a part of the Twin Cities and all it has to offer. When not working, we take advantage of the lakes and trails, enjoy watching our daughter’s activities and spend time with valued friends. When we have free time away from the office we travel to visit family or places we’ve never been as we feel it is important to allow our daughter to experience the larger world.