Dawn MachtCRD Number: 4596861
Current Firm: Ameriprise Financial Services, Inc.
Dawn Macht (CRD# 4596861) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Owatonna, MN and has over 12 years of experience in the finance industry.
Ria Advisory Group, LLC
Cambridge Investment Research Advisors, Inc.
Investment Centers Of America, Inc.
|Ameriprise Financial Services, Inc.||Owatonna, MN||Jul 2008 - Current||8|
|Investment Centers Of America||Waseca, MN||Jul 2004 - Jul 2008||4|
|First National Bank||Waseca, MN||Sep 2002 - Jul 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2004|
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
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