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Bryan Cheeseman, Private Wealth Advisor serving the Wilmington, DE area - Ameriprise Advisors

Bryan Cheeseman

CFP®, CMFA®

Private Wealth Advisor

Vice President
302 Wealth Management

An Ameriprise Private Wealth Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 31 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFA® Certified Military Financial Advisor®

Education

  • U.S. Naval Academy, BS in Mathematics and Operational Analysis. Graduated with merit in 1989.

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Client Experience Award, 2023

Previous experience

  • Morgan Stanley, 2001-2006
  • Citigroup Global Markets Inc, 2006-2009
  • Morgan Stanley, 2009-2016

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer."

Interests

When I'm not meeting with clients or in the office, I enjoy spending time at the beach with my family, friends and our Dog Meeko. I am involved in Old Boys Rugby and running. Overall, I try to stay physically and mentally fit with the gifts I try to never take for granted.

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.