Jan Spielman honored as best-in-state wealth advisor
Jan M.Spielman, MBA, ChFC®, CRPC®, BFA™, a Private Wealth Advisor with Ameriprise Financial in Storm Lake, was named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 11,000 of the nation’s most productive advisors. Spielman was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced over a three-year period. Spielman is part of Quest Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. Spielman graduated from University of South Dakota with a Master’s degree in Business Administration.
As a private wealth advisory practice, Quest Wealth Management provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. Spielman has 26 years of experience with Ameriprise Financial. For more information, please contact Jan M. Spielman or visit the Ameriprise office at 722 Lake Ave, Storm Lake, IA 50588.