Jason  Plank,  CFP<sup>&reg;</sup> - Financial Advisor

Jason Plank, CFP®

MBA,CRPC®,AAMS®

Private Wealth Advisor

Ameriprise Financial Services, LLC

3601 Minnesota Dr, #905
Edina, MN 55435
(952) 841-7500

General

Jason Plank is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Edina, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®, AAMS®, CFS®

Insurance Licenses

  • Life insurance: AZ,CA,CO,IL,MI,MN,NE,NC,OK,TN,TX,WI
  • Health/disability insurance: AZ,CA,CO,IL,MI,MN,NE,NC,OK,TN,TX,WI
  • Fixed annuities: AZ,CA,CO,IL,MI,MN,NE,NC,OK,TN,TX,WI
  • Variable annuities: AZ,CA,CO,IL,MI,MN,NE,NC,OK,TN,TX,WI

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Getting Married, Insurance, Retirement, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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