Find the Certified Financial Planner™
Who's right for you.

Jason T. Plank, CFP®, CRPC®, AAMS®

Ameriprise Financial Services, Inc.

3601 Minnesota Dr
Ste 145
Edina, MN 55435
Phone: (952) 841-7500
Fax: (952) 841-8500

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Married
  • Insurance
  • Retirement
  • Starting a Family
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Fee-Based Financial Planning

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