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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian Volkman is an investment advisor representative at Ameriprise Financial Services, LLC. David has been in the financial services industry since 1995, and is registered in 27 states to provide investment advice. David holds several industry designations including Chartered Financial Consultant, and has passed both the Series 65 and Series 7 exams, in addition to the SIE. David provides financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, and educational seminars. David can help clients with a variety of financial needs, including retirement planning, college savings, and estate planning. David is also active in the community.
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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NY
10/25/2022 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
MN
04/05/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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