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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 Vanderploeg is a financial advisor with Ameriprise Financial Services, LLC. David has been in the industry since July 28, 2000. David is registered with the Financial Industry Regulatory Authority (FINRA) and has been a Certified Financial Planner since 2018. David's prior experience includes working with IDS Life Insurance Company and American Express Financial Advisors Inc. David is currently registered with the states of Texas, Washington, Arizona, Arkansas, California, District of Columbia, Florida, Georgia, Idaho, Iowa, Louisiana, Missouri, Montana, Nevada, New York, North Carolina, Oklahoma, Oregon, Wyoming. David's specializations include investment strategies for retirement, education, and wealth management. David is also registered as an Investment Advisor Representative with the state of Texas and Washington.
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
OR
01/02/2008 - Present
Ameriprise Financial Services, LLC (Portland OR)
MN
07/12/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/22/1999 - 12/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/1999 - 12/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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