Unclaimed
David Lange is a financial professional with over 14 years of experience in the financial services industry. David is registered with Ameriprise Financial Services, LLC and has a Series 7 and Series 66 registration. David's career has included roles at Riversource Distributors, Inc. and Thrivent Investment Management Inc., and David is currently registered in several states including Arkansas, Georgia, Kansas, and Texas. David is a Certified Financial Planner and provides financial planning, portfolio management, and asset allocation services to individuals and businesses.
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
AR
10/23/2019 - Present
Ameriprise Financial Services, LLC (Bentonville AR)
MN
11/11/2011 - 09/04/2019
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/19/2008 - 11/11/2011
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
BOTH
Issued 09/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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