Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
37yrs
David Carrow has worked in the financial industry for 37 years and is a financial advisor based in Rochester, Minnesota. After five years at MML Investors Services and two years at MSI Financial Services, David joined Ameriprise Financial Services in 2022, a firm offering financial planning, investment management, and retirement plan consulting. David holds the ChFC designation.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience in Minnesota
Office3038 Jeremiah Ln NW Suite 201a, Rochester, MN 55901
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
- 2017 – 2022MML Investors Services, LLCPreviously
- 2015 – 2017MSI Financial Services, Inc.Previously
- Jan 2014 – Jan 2015New England SecuritiesPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Ameriprise Financial Services at (612) 671-3131 and ask for David Carrow. David works from the Rochester, MN office.
How long has David been a financial advisor?
David has been in the industry since 1989, about 37 years. Top 6% by experience in Minnesota.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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