Watertown, SD 19th St NE Office

Scott Dagel is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is the CEO of Alchemy Partners, LLC, and serves on the Investment Committee for the South Dakota State University Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Adam Fox is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is the managing partner of Alchemy Partners, L.L.C., where he provides management and strategic support for the Ameriprise Financial practice. Ameriprise offers a retirement-income planning service primarily for clients approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its program.

David Falconer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019. Outside of his advisory role, Falconer owns and manages Trusted Choice Services, LLC, an occupational therapy business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides integrated advisory, brokerage, and insurance solutions, combining research and modeling techniques to deliver tailored retirement income recommendations.