Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richard Detjen is a financial advisor with Ameriprise Financial Services, LLC. David has been in the industry since October 14, 1984, and has been registered with the state of Wisconsin since June 26, 2002. Previously, David worked for IDS Life Insurance Company and IDS Financial Services Inc. David specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management. He holds the Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65 licenses.
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
WI
06/26/2002 - Present
Ameriprise Financial Services, LLC (OSHKOSH WI)
MN
03/05/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/19/2000 - 09/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/29/1999 - 02/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/31/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
07/26/1984 - 05/10/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 12/10/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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