Unclaimed
Daniel Marxen is a financial advisor registered with Ameriprise Financial Services, LLC. Daniel works in Minnetonka, Minnesota and has been in the industry since September 2023. Daniel is registered with the state regulators of Minnesota and Illinois. Daniel offers a variety of financial services including portfolio management for individuals, financial planning, pension consulting, asset allocation services, and educational seminars. Daniel also holds a Series 66 license.
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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MN
02/07/2025 - Present
Ameriprise Financial Services, LLC (Minnetonka MN)
Active
Inactive
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