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Drake Van Zante, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Drake Van Zante

APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
TVZ Wealth Advisors
12
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 Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Family Finances
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies

Interests

I enjoy spending time with my wife Jackie, daughter Logan, and son Cole. We love to spend time outdoors camping, fishing, rafting and boating with friends and family.

My dad and I share a passion for fly fishing and we enjoy exploring new waters together.

Other interests include cooking, music, traveling, and skiing.

Qualifications

  • Series 7 licensed
  • Series 66 licensed

Education

  • Business Administration, University of Portland, Portland Oregon, Graduated 2004.

Community participation