David Kalt (CRD# 1978225) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Aberdeen, SD and has over 34 years of experience in the finance industry.
CRD# 5801352
Lpl Financial LLC
CRD# 4965531
Ameriprise Financial Services, LLC
CRD# 4053378
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Aberdeen, SD | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Aberdeen, SD | Aug 2018 - Mar 2020 | 1 |
| United Planners' Financial Services | Scottsdale, AZ | Sep 2015 - Aug 2018 | 2 |
| Eide Bailly Advisors, LLC | Aberdeen, SD | Sep 2010 - Aug 2018 | 7 |
| Eide Bailly Agency/e4 Brokerage | Aberdeen, SD | Sep 2010 - Aug 2018 | 7 |
| Eide Bailly Financial Services / Eide Bailly Securities | Fargo, ND | Sep 2010 - Aug 2018 | 7 |
| T-lakota Acres Inc. | Mansfield, SD | Mar 1993 - Aug 2018 | 25 |
| Tlak Properties, LLC | Mansfield, SD | Mar 1993 - Aug 2018 | 25 |
| T-lakota Acres, Inc. | Mansfield, SD | Jan 1993 - Aug 2018 | 25 |
| Securities America Inc. | Lavista, NE | Sep 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- SD
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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