Financial Advisor Dennis Paul in Mankato, MN | Wealth Management Solutions
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Dennis Paul, Financial Advisor serving the Mankato, MN area - Ameriprise Advisors

Dennis Paul

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Wealth Management Solutions
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
  • Investment Management
  • Intergenerational Planning
  • Small Business
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7: General Securities Representative
  • Series 66: Registered Investment Advisor
  • Life & Health Insurance

Education

  • Bachelor of Science, Finance, Minnesota State University, Mankato, Minnesota

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

  • Wounded Warrior Project and Warriors to Work

Interests

In my spare time I enjoy spending time with my family, playing golf, and working on small DIY projects around the house.