Join Ameriprise

David Call

CFP®, CIMA®
Franchise Field Vice President

Headshot of David Call
2453 E 5900 S, Uinta, UT 84403
32

Years of Experience

Years of Experience

Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.

94%

Territory Retention Rate

Territory Retention Rate

Territory retention rate represents the percentage of financial advisors in the Field Vice President's territory who remained with Ameriprise Financial, during the previous calendar year.

My territory

Alaska, Idaho, Montana, Utah, Washington

How I work to support your success

I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to experience growth, equity ownership and success.

My team and I will work with you to:

  • Transition your practice, providing customized support and best practices
  • Operate with independence, knowing that support is available when needed
  • Understand how to effectively operate as a CEO of your practice
  • Protect your practice from the unexpected and prepare for your retirement with a customized succession plan

Career highlights

  • Ten years as financial advisor, 23 years in field and corporate office leadership roles
  • Love helping advisors reach their potential/acquisitions, and new advisor training programs

Other Interests

  • Golf, pickleball, spending time with family, reading

My Leadership Team
  • Headshot of Skyler Newlands

    Skyler Newlands

    Recruiting Director
    Responsibilities

    Skyler is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

  • McKenzie Kirkland

    McKenzie Kirkland

    Manager, Franchise Recruiting and Engagement
    Responsibilities

    McKenzie works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. McKenzie is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

  • Headshot of Jason Helbig

    Jason Helbig, CFP®, CRPC®

    Sr. Regional Sales Director
    Responsibilities

    Jason specializes in helping advisors drive practice results through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions. Additionally, he works with advisors on strategies to move up market and go deep with their best clients.

  • Headshot of MayLing Chan

    MayLing Chan

    Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, MayLing coaches advisors on how to incorporate a systematic marketing process within their practice. She helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, MayLing will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.

  • Headshot of Chris Gregor

    Chris Gregor

    Senior Territory Coordinator
    Responsibilities

    Chris provides administrative and operational support, and also coordinates meetings, training and seminars. Chris is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.