Dave Schlafman
Private Wealth Advisor, Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor at Ameriprise Financial Services, LLC
- Location
- Bismarck, ND, US
- LinkedIn followers
- 500 followers
About Dave Schlafman
Retirement Planning StrategiesEstate Planning StrategiesRetirement Income StrategiesSaving for EducationTax Planning StrategiesRetirement Plan DistributionEmployee Stock OptionsCFP® CERTIFIED FINANCIAL PLANNER™ practitionerCA Insurance # 01•••52AR License #57•••80
Experience
Private Wealth Advisor
Ameriprise Financial Services, LLC
Jul 2000 — Present
Skills
- Compliance
- Protection Planning
- Business Planning
- Decision-Making
- Education Planning
- Customer Service
- Ethical Character
- Ability to Listen
- Customer Experience
- Attention to Detail
- Team Building
- Marketing
- Client Relationships
- Risk Management
- Coaching
- Employee Benefits
- Relationship Building
- Analytical
- Business Strategy
- Strategic Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.