Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Townsend is an experienced financial professional with over 20 years in the industry. Donald is currently registered as a Registered Representative with Ameriprise Financial Services, LLC and serves clients in Minneapolis, MN and New York, NY. Donald has previously worked with several other firms including VALIC Financial Advisors, INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., RIVERSOURCE DISTRIBUTORS, INC., and IDS LIFE INSURANCE COMPANY. Donald's areas of expertise include Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Portfolio Management for 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.
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2
MN
01/03/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
06/02/2010 - 01/14/2011
VALIC FINANCIAL ADVISORS, INC. (EDINA MN)
MN
01/02/2009 - 05/20/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/12/2002 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/12/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/02/2002 - 09/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/2002 - 09/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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