Dane Zaher (CRD# 6977812) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 4 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Middleton, WI | Jul 2024 - Current | < 1 |
Equitable Advisors, LLC | New York, NY | Aug 2019 - Jul 2024 | 4 |
Paramount Financial | Middleton, WI | May 2018 - Jul 2024 | 6 |
Axa Advisors, LLC | New York, NE | Aug 2019 - Jun 2020 | < 1 |
University Of Wisconsin-eau Claire | Eau Claire, WI | Aug 2015 - May 2019 | 3 |
Lawn Service | Waunakee, WI | Mar 2009 - May 2019 | 10 |
American Family Insurance | Madison, WI | May 2017 - Aug 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- TX
- WI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
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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