Daniel Marxen
Operations and Client Relationship Manager @Ameriprise Financial Services, LLC
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WORK HISTORY
Operations and Client Relationship Manager @Ameriprise Financial Services, LLC
Minnetonka, MN, US
Creating efficiencies to drive growth with team goals and values top of mind.
EDUCATION
University of Wisconsin-Milwaukee
n/a, Finance, General
Saint Mary's University of Minnesota
Bachelor of Arts - BA, Finance, General
ABOUT DANIEL MARXEN
Financial planning operations for Synergy Wealth Management, a Forbes 2026 Best In State Wealth Management practice. Supporting the client experience by bringing a process-driven mindset to both client and internal relationships. I enjoy building systems that create clarity and collaboration throughout Synergy. Increasingly interested in the intersection of personal and financial health. As I continue to learn more in my current role, I’m exploring how advisors can better serve clients who value this integrated approach to living well.
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