Daniel Fitzsimmons, financial advisor Reno NV
96 score

Daniel Fitzsimmons

CRD Number: 1813989
Current Firm: Ameriprise Financial Services, Inc.

Daniel Fitzsimmons (CRD# 1813989) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Reno, NV and has over 28 years of experience in the finance industry. Daniel Fitzsimmons 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.

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Professional Designations
Company Name Location Dates Years
Ids Life Insurance Company Reno, NV Mar 1988 - Current 28
American Express Financial Advisors Inc. Reno, NV Mar 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
Contact Info for Daniel S. Fitzsimmons
Phone Number: 612-671-3131
Registered State(s):
  • NV
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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