Jan M. Spielman, a private wealth advisor with Ameriprise Financial in Storm Lake and Spencer, Iowa, was named to the list of “Forbes Best-in-State Women Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. Spielman was chosen based on assets under management, industry experience, compliance record and best practices in her practice and approach to working with clients. Spielman is part of Quest Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. Spielman graduated from USD with a master’s in business. Spielman has 30 years of experience with Ameriprise Financial in the financial services industry.

Source: Forbes February 14, 2024 19:03 UTC