Daniel Boeckman, financial advisor Oklahoma City OK
89 score

Daniel Boeckman

CRD Number: 5601269
Current Firm: Ameriprise Financial Services, Inc.

Daniel Boeckman (CRD# 5601269) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Oklahoma City, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Oklahoma City, OK Oct 2013 - Current 3
Henderson Supply Oklahoma City, OK Jan 2010 - Oct 2013 3
Edward Jones St Louis, MO Sep 2008 - Oct 2009 1
Arvest Bank Norman, OK Oct 2007 - Sep 2008 < 1
University Of Oklahoma Norman, OK Aug 2003 - May 2008 4
Best Buy Norman, OK Sep 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Daniel J. Boeckman
Phone Number: 612-671-3131
Registered State(s):
  • OK
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
89
Clean Record
This advisor has a clean track record with regulators.

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