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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Schultz is a financial advisor at Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since 2005. Before joining Ameriprise in 2020, Daniel worked at AMERICAN ENTERPRISE INVESTMENT SERVICES INC., RIVERSOURCE DISTRIBUTORS, INC., THRIVENT INVESTMENT MANAGEMENT INC. and PIPER JAFFRAY & CO. Daniel is licensed to offer securities in the state of Minnesota. Daniel holds the Series 7 and Securities Industry Essentials Examination licenses. Ameriprise Financial Services, LLC is a leading provider of financial planning and investment management services. The firm has been in business for over a century and has a long history of helping clients achieve their financial goals.
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.
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2
MN
01/24/2020 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
10/15/2009 - 01/24/2020
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
09/11/2007 - 12/31/2007
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
09/28/2006 - 05/24/2007
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/15/2003 - 09/22/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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