Derek Munchow

Specialties

Small business planning, employee benefits, life/​health/​disability, 401(k), profit sharing, defined benefit plans, buy/​sell agreements, business continuation planning, employee stock options, invesment strategies (i.e. stocks, bonds, ETF’s, commodities).

Meet the Business Owner

Derek M.

Business Owner

Our mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Ameriprise Platinum Financial Services® advisors are selected from among our most experienced, accomplished professionals. Each has received special training and has earned one or more professional designations, such as CFP®, ChFC or JD, in addition to having a track record that demonstrates an ability to offer quality advice. Platinum Financial Services advisors must possess strong leadership capabilities, yet also be able to function as an integral part of a financial advisory team, knowing when to draw on the experience and knowledge of specialists. Above all, they understand the expectations of our most affluent clients and are committed to meeting those expectations.