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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Wilks is a financial advisor with Ameriprise Financial Services, LLC, with over 30 years of experience in the financial services industry. Douglas has a broad range of experience in financial planning and investments, and is committed to providing personalized advice to help his clients reach their financial goals. Douglas is a Certified Financial Planner® professional, a designation earned by individuals who meet stringent education, experience, and ethical requirements. Douglas's focus on providing personalized advice and client service has helped him earn a strong reputation in the financial services industry. He holds a Series 7, Series 24, and Series 63 licenses, as well as the SIE and Series 65. Ameriprise Financial Services, LLC is a leading financial services company with a long history of providing quality financial advice and products to individuals and families. The company's mission is to help clients achieve their financial goals through a wide range of products and services, including investment management, financial planning, and insurance.
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
IL
09/26/2014 - Present
Ameriprise Financial Services, LLC (Swansea IL)
MN
11/21/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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