Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Witthuhn is a financial advisor at Ameriprise Financial Services, LLC, a firm with over $1 trillion in assets under management. David has been in the industry since 1987 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). David specializes in providing asset allocation services, financial planning, pension consulting, and portfolio management for individuals and businesses. David is also registered to provide investment advice in Washington and Texas.
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.
1
2
WA
10/01/2014 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
02/28/2012 - 10/02/2014
CETERA ADVISORS LLC (KIRKLAND WA)
WA
03/14/1990 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (KIRKLAND WA)
NA
03/21/1988 - 01/10/1990
ALSIN CO.
NA
10/22/1986 - 12/01/1987
TITAN CAPITAL CORPORATION
BC
Issued 11/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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