Garrett C. Koncan

Garrett C. Koncan

Private Wealth Advisor at Ameriprise Financial Services, LLC When you work with me, you receive:
1:1 financial advice based on your goals and needs.

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay

06/09/2024

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

04/09/2024

What goals have you set to create a happy and healthy life for you and your loved ones?

02/09/2024

Wishing you a safe, fun and relaxing Labor Day.

14/08/2024

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

13/08/2024

Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in.

12/08/2024

We’re excited to announce that Forbes magazine has named Garrett Koncan one of their 2024 Best-in-State Next-Generation Wealth Advisors. We are so proud to work with someone who is devoted to looking out for our clients, their families and all they’ve worked to achieve, especially when life becomes unpredictable. Congratulations, Garrett, on this magnificent accomplishment! https://bit.ly/4dGOVgs

06/08/2024

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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02/08/2024

Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from on today's market swings.

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11/07/2024

As the first half of 2024 ends on a strong note, what might drive market and economic conditions in the second half? Ameriprise Financial experts weigh in.

10/07/2024

What excites you about your future? How are you preparing for it today?

01/07/2024

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

16/06/2024

Wishing all the dads a Happy Father’s Day!

22/05/2024

How does life get better as you age?

16/05/2024

Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.

12/05/2024

Sharing love and gratitude with all moms today. Happy Mother’s Day!

02/05/2024

Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared goals for retirement and overwhelmingly trust their partner on money matters.

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17 Tips for Baby Boomers To Tackle Their Student Debt 18/04/2024

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

17 Tips for Baby Boomers To Tackle Their Student Debt If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

12/04/2024

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2.

09/04/2024

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

08/04/2024

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.

20/03/2024

Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?

19/03/2024

Spring has sprung! What is your favorite sign of spring?

Top Money Moves for Boomers, Gen X, Millennials and Gen Z 12/03/2024

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.

Top Money Moves for Boomers, Gen X, Millennials and Gen Z Each generation has their own financial needs.

07/03/2024

Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.

Rolling over 401(k) while still employed 27/02/2024

Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.

Rolling over 401(k) while still employed Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.

22/02/2024

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

22/02/2024

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.

Jack M Dunk, Private Wealth Advisor in Gurnee, IL 21/02/2024

We are proud to announce Jack M. Dunk has been named to the Ameriprise Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects Jack’s deep commitment to serving his clients. Join us in congratulating Jack!

Jack M Dunk, Private Wealth Advisor in Gurnee, IL Jack M Dunk is an Ameriprise Private Wealth Advisor serving the Gurnee, IL area. Get the personal financial advice you need to achieve your goals.

19/02/2024

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

15/02/2024

Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead.

Videos (show all)

Wishing you a safe, fun and relaxing Labor Day.
How long will Big Tech drive markets?
As the first half of 2024 ends on a strong note, what might drive market and economic conditions in the second half? Ame...
Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for inte...
As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and ...
Spring has sprung! What is your favorite sign of spring?
Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead.
Wishing you a day filled with love and meaningful connections. Happy Valentine’s Day!
2024 economic and market outlook
Wishing you a happy, healthy and bright year ahead. Happy New Year!
Wishing you and yours a wonderful holiday season!
The first day of winter is here! What are you looking forward to this season?

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Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00