Unclaimed
Daniel Field is a financial advisor with over 20 years of experience in the industry. Daniel has held various roles at firms like Ameriprise Financial Services, Inc., IDS Life Insurance Company and American Enterprise Investment Services Inc. Daniel is registered with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc. to provide financial advice to individuals, businesses, trusts, estates, insurance companies, charitable organizations and pension and profit-sharing plans. Daniel has the Series 3, 7, 24, 52TO, 53, 55, 57TO, 63, and 6TO licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
07/25/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
06/18/2010 - 12/23/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/13/2004 - 05/28/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/13/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/18/2000 - 01/13/2004
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
02/23/2000 - 10/18/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/23/2000 - 10/18/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/11/1997 - 01/22/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/03/1994
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Daniel Field is the right advisor for you? Invested Better is here to help.