Daniel WickmanCRD Number: 1035867
Current Firm: Ameriprise Financial Services, Inc.
Daniel Wickman (CRD# 1035867) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Monticello, MN and has over 35 years of experience in the finance industry. Daniel Wickman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Phillip James Financial Company
Epiq Partners, LLC
Royal Alliance Associates, Inc.
|Ameriprise Financial Services Inc.||Monticello, MN||Apr 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1982|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
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