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David B
Series 63, Series 65
Milwaukee, WI
Ameriprise
David Baum is a financial advisor with Ameriprise in Milwaukee, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baum serves on the board of the Milwaukee Bay Soling Fleet, acts as Treasurer for the United States Soling Association, and is Vice-President of the Executive Committee of the ISA. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.
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