Jason Plank, MBA, CFP®, CRPC®, AAMS®

2021 FPA Treasurer

Ameriprise Financial
Private Wealth Advisor
Affiliated Chapter

Jason Plank, MBA, CFP® currently serves on the board of directors of the Financial Planning Association® (FPA®), the principal membership organization for CFP® professionals and those who support the financial planning process.

Plank is a Private Wealth Advisor on the independent platform with Ameriprise Financial in Edina, MN. With 19 years of experience in financial planning, he has been named as one of Forbes Best-In-State Wealth Advisors (2021) and Forbes America’s Top Next Generation Wealth Advisors (2018). His focus is working with physicians, corporate executives, and entrepreneurs through comprehensive financial planning.

Since becoming a member in 2006, Plank has held various national and local volunteer leadership roles in the Association. Currently serving as 2021 FPA Treasurer. Previously serving on the FPA Member Advocacy Council (MAC), the OneFPA Advisory Council and as past chair of the FPA Alliance Forum. He served locally on the FPA of Minnesota board of directors for five years (including past president) and has volunteered on various FPA of Minnesota committees over the years. With a passion for helping others, he also volunteers his time to assist Minnesota students learn financial literacy and career skills as a board member and speaker with non-profit BestPrep.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Plank earned his Bachelor of Arts (Business Administration, Economics & Finance) and Master of Business Administration degrees from Augsburg University in Minneapolis, MN.