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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 Winge is a financial advisor with over 20 years of experience in the industry. Daniel Winge is currently registered with Ameriprise Financial Services, LLC and has been with them since 2020. Previously, Daniel worked for Ameriprise Financial Services, Inc. from 2012 to 2020 and before that, he worked at a variety of firms, including U.S. Bancorp Investments, Inc. and Wells Fargo Advisors, LLC. Daniel is registered in 12 states and has a variety of licenses and certifications including Series 7, 63, 65 and 55. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation services, and educational seminars.
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
12/24/2013 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/03/2011 - 08/09/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
11/14/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
08/03/2005 - 10/23/2006
AMERIPRISE FINANCIAL SERVICES, INC. (INVER GROVE HEIGHTS MN)
MN
02/21/2002 - 05/16/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
04/11/2000 - 06/19/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/11/2000 - 06/19/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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