Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Grossnickle is a financial advisor at Ameriprise Financial Services, LLC in South Bend, IN. David has been a registered financial advisor since 1985. David specializes in providing financial advice to individuals, businesses, and trusts. David has experience in providing financial planning, portfolio management, and asset allocation services. David is committed to helping clients achieve their financial goals.
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
IN
07/22/2022 - Present
Ameriprise Financial Services, LLC (South Bend IN)
IN
11/30/2009 - 07/08/2022
LPL FINANCIAL LLC (SOUTH BEND IN)
IN
05/21/2008 - 12/01/2009
INVEST FINANCIAL CORPORATION (MISHAWAKA IN)
IN
02/09/2007 - 05/29/2008
UBS FINANCIAL SERVICES INC. (MISHAWAKA IN)
IN
11/01/2005 - 02/09/2007
MCDONALD INVESTMENTS INC. (MISHAWAKA IN)
IN
03/05/2003 - 11/04/2005
EDWARD JONES (SOUTH BEND IN)
IL
02/01/1999 - 10/08/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/06/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
03/15/1996 - 03/20/1997
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
01/05/1995 - 03/14/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
AZ
07/31/1990 - 01/15/1995
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IA
12/13/1985 - 12/31/1989
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 01/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Grossnickle is the right advisor for you? Invested Better is here to help.
