linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dannelle Dyan Ward

Acropolis Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dannelle? Claim Your Profile

About Dannelle Dyan Ward

Dannelle Dyan Ward is an investment advisor representative with Acropolis Investment Management, LLC. Dannelle Ward has been in the securities industry for over 25 years. Dannelle Ward has a Series 63, Series 65, Series 7, Series 24, and Series 53 license. Dannelle Ward is a Certified Financial Planner. Dannelle Ward has worked for Acropolis Investment Management, LLC since 2002. Prior to that, Dannelle Ward was registered with Evertrade Direct Brokerage, Inc., Mercantile Investment Services, Inc., and Mark Twain Brokerage Services, Inc. Dannelle Ward's office is located in Chesterfield, Missouri.

Firm Information

Dannelle Ward is currently registered with Acropolis Investment Management, LLC. Acropolis Investment Management, LLC is a St. Louis, Missouri-based investment advisor with approximately $1.92 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Acropolis Investment Management, LLC has a strong focus on providing comprehensive investment solutions for clients of all sizes and is committed to helping them achieve their financial goals.
Acropolis Investment Management, LLC

14567 NORTH OUTER FORTY ROAD

ST. LOUIS, MO 63017

$1.92B

Assets Under Management

158

Total Clients

34

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dannelle Ward’s Registration & Firm History

MO

01/25/2008 - Present

Acropolis Investment Management, LLC (CHESTERFIELD MO)

MO

12/06/1999 - 08/20/2002

EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)

MO

06/21/1997 - 11/02/1999

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

NA

07/25/1995 - 06/21/1997

MARK TWAIN BROKERAGE SERVICES, INC.

Not sure if Dannelle Dyan Ward is right for you?

Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/29/1996

Series 24 - General Securities Principal Examination

BC

Issued 07/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dannelle Dyan Ward.
Not sure if Dannelle Dyan Ward is right for you?