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Our financial advice team


Dave Dziubek, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Dave Dziubek

Financial Advisor

Forward Financial Partners
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investments

Education

  • Bachelor Of Buisness Administration, University Of Wisconsin - Milwaukee
  • The Associate Of Science Degree, University Of Wisconsin Centers - Waukesha County

Awards & recognition

  • Five Star Wealth Manager, 2017 & 2018

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

I attend Waukesha's Fox River Christian Church where I’ve been the Ministry Leader of Celebrate Recovery for the past 8 years. Here, I'm able to assist families and individuals with any hurts, habits, or hang-ups they'd like to address in their lives.

Interests

  • Having lived in the Waukesha area for over 25 years, I have a deep connection to the people and places I come in contact with on a regular basis.
  • I have been actively participating in my church for the last 17 years.
  • I enjoy bow-hunting with my wife and two sons.
  • As a family, we grow and can vegetables from our garden every year.
  • I make a habit of hitting the tennis courts 2-3 times a week and listening to sports radio.