Deanna Dahl, financial advisor Union Grove WI

Deanna Dahl

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Deanna M. Dahl
Phone Number: 612-671-3131
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
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, WY

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