Ameriprise Financial Services – Synergy Wealth Management

Ameriprise Financial Services – Synergy Wealth Management
Contact Name
Mark Cheeley, MBA, CRPC™, RFC®, CLTC®, APMA®, CEPA®
Address
10159 Wayzata Blvd. Suite 200
Town/City
Minnetonka
State
Minnesota
ZIP Code
55305
Phone
(952) 449-6693
Description

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started

28 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Financial Planning for Small Business
  • Saving for Education
  • Retirement Plan Distribution

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • RFC® Registered Financial Consultant
  • CLTC® Certified Long Term Care
  • APMA® Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®
  • MBA, Cardinal Stritch University
  • RFC® Registered Financial Consultant

Education

  • MBA, Cardinal Stritch University
  • Bachelor of Science in Finance. Minor in Economics- Minnesota State University

Awards & recognition

  • Five Star Wealth Manager, 2008- 2025
  • Forbes Best-in-State Wealth Advisors, 2021-2025
  • Ameriprise Circle of Success, 2008 - 2024

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

  • Former Fund Development Chair & Board Member of the Park Nicollet Foundation

Interests

  • Spending time with my wife and family
  • Mountain Biking and Road Biking
  • Camping and Hiking
  • Downhill Skiing