Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Casteel is a financial advisor currently registered with Ameriprise Financial Services, LLC. David has been in the industry since April 2008. David has a Series 66 license and Series 7 license as well as the Securities Industry Essentials Examination. David has passed the Uniform Combined State Law Examination. David Michael Casteel is registered in 30 states and 2 states for investment advisor registration. Previous employment was with WELLS FARGO CLEARING SERVICES, LLC. Currently, David is a Board of Directors member for Casteel. Ameriprise Financial Services, LLC is a large firm headquartered in Minneapolis, Minnesota. The firm reports more than $479 billion in total regulatory assets under management. The firm specializes in offering a variety of financial products and services including Financial Planning, Asset Allocation Services, Pension Consulting, Educational Seminars, Publication of Periodicals, and Selection of Other Advisers.
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
NE
02/15/2019 - Present
Ameriprise Financial Services, LLC (Omaha NE)
NE
04/14/2008 - 02/20/2019
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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