Deanna DahlCRD Number: 5818026
Current Firm: Ameriprise Financial Services, LLC
Deanna Dahl (CRD# 5818026) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Union Grove, WI and has over 3 years of experience in the finance industry.
Landaas & Company
Annex Wealth Management, LLC
Oneamerica Securities, Inc.
|Ameriprise Financial Services Inc.||Union Grove, WI||Apr 2010 - Current||12|
|Sheridan Lanes||Kenosha, WI||Jul 2012 - Feb 2019||6|
|University Of Wisconsin Parkside||Kenosha, WI||Sep 2008 - Dec 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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, WY
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