Unclaimed
Dana Lee Feick is a registered Investment Advisor Representative in Minnesota and has been in the industry since January of 1992. Dana is a Chartered Financial Analyst and holds the Series 65 designation. Dana is currently employed by Riverbridge and provides financial planning, educational seminars, and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Riverbridge is a Registered Investment Advisor with approximately $7.4 billion in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
01/07/2014 - Present
Riverbridge (MINNEAPOLIS MN)
IA
Issued 01/05/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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