Daniel Musick, financial advisor Battle Creek MI
93 score

Daniel Musick

CRD Number: 1064250
Current Firm: Ameriprise Financial Services, Inc.

Daniel Musick (CRD# 1064250) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Battle Creek, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Batle Creek, MI Aug 2011 - Current 5
Next Financial Group Inc. Wyoming, MI Dec 2008 - Aug 2011 2
Mml Investors Service Inc. Grand Rapids, MI Sep 2003 - Dec 2008 5
Mass Mutual Life Insurance Spfld, MA Sep 2003 - Dec 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Daniel J. Musick
Phone Number: 612-671-3131
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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