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John Pavelka, Private Wealth Advisor serving the Davenport, IA area - Ameriprise Advisors

John Pavelka

CFP®, ChFC®, CLU®, BFA

Private Wealth Advisor

Managing Partner of
The Cities Private Wealth Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 22 reviews

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
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Cash Flow Management Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelors of Science Mathematics, St. Ambrose Unviersity, 1998

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2020
  • Ameriprise Circle of Success , 2021
  • Forbes Best-in-State Wealth Advisors , 2022

Community participation

  • St. Ambrose Alumni Fundraiser
  • International Rotary Member
  • Quad City Chamber Member
  • Quad City Estate Planning Council Member