At Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Minnetonka, MN area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Certified by Synergy Wealth Management - Ameriprise Financial Services, LLC • Aug 16, 2026
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.
They are located at 10159 Wayzata Blvd, Ste 200, Minnetonka, MN 55305, USA.
Does Synergy Wealth Management offer online appointments?
Yes, they offer online appointments as well as onsite services.
How can I contact Synergy Wealth Management?
You can call them at +1 952-449-6693 or email Mark.D.Cheeley@ampf.com.
Is Synergy Wealth Management affiliated with a larger financial company?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
What are some nearby financial service providers I could visit near Synergy Wealth Management?
Nearby financial service providers include Linda J Zimmerman - Ameriprise Financial Services, Mark Cheeley - Ameriprise Financial Services, Scott Walsh - Ameriprise Financial Services, Molly Wilson - Ameriprise Financial Services, and Tony Schuster - Ameriprise Financial Services.
Are there any charitable organizations near Synergy Wealth Management?
Yes, Vehicles For Veterans and Shelter For Life International are nearby charity organizations you might want to support.
What nearby services might help with legal or personal injury concerns?
Fields Injury Law and Fields Law Firm provide personal injury, disability, and workers compensation legal services near Synergy Wealth Management.
Can I find accounting or trust services near Synergy Wealth Management?
Yes, Graff Limited offers accounting, financial services, and trusts nearby.
Does Synergy Wealth Management have a presence on social media?
Yes, they are on Facebook at facebook.com/Ameriprise and Instagram with the handle @ameriprise.
This information is certified by Synergy Wealth Management - Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: