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Bryan J. Knudson, CFP®

Ameriprise Financial Services, Inc.

3100 Cedar Crest Ridge
Ste 8
Dubuque, IA 52003
Phone: (563) 557-7965
Fax: (563) 557-8425

Toll-free: (800) 498-3550

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.