Certified by David W Serrano - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Chicago, IL area, David W Serrano will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by David W Serrano - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
David W Serrano - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About David W Serrano - Financial Advisor, Ameriprise Financial Services, LLC
What are the main financial services offered by David W Serrano - Financial Advisor?
David W Serrano offers financial planning, investment services, tax planning strategies, small business financial advice, and retirement income strategies as part of Ameriprise Financial Services.
Where is David W Serrano - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at 227 W Monroe St, Ste 3700, Chicago, IL 60606, US.
What are the office hours for David W Serrano's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 6:00 PM and is closed on Saturdays and Sundays.
How can I book an appointment with David W Serrano?
You can book an appointment online via the reservation link at https://www.ameripriseadvisors.com/David.Serrano/contact or contact the office phone at +1 312-706-6843.
Does David W Serrano offer online and onsite financial advisory services?
Yes, both online appointments and onsite services are available for clients.
How can I contact David W Serrano via email or social media?
You can email David at David.Serrano@ampf.com or follow the Facebook page at https://www.facebook.com/AmeripriseAdvisorDavidSerrano and Instagram handle @ameriprise.
What nearby financial advisory services are located near David W Serrano's office?
Nearby financial advisory firms include Definitive Wealth, Baird Private Wealth Management, and Bernstein Private Wealth Management, which might be alternative options or collaborators in the Chicago financial district.
Are there any popular coffee shops close to David W Serrano's office where clients can meet before or after appointments?
Yes, Starbucks is located nearby, providing a convenient spot for clients to grab coffee or meet informally before or after a financial consultation.
What professional and corporate service firms are located near David W Serrano's office?
Nearby professional services include FTI Consulting, Kearney - Management Consulting, and Dinsmore (a corporate office), which may be useful resources or points of reference for clients in the area.
Where can I find more information about David W Serrano’s regulatory and licensing history?
More information is available on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
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Certified August 16, 2026Yext Knowledge Graph
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