Daniel Kruse (CRD# 2782366) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Union, IA and has over 27 years of experience in the finance industry.
CRD# 5494235
Edward Jones
CRD# 2456118
Cetera Investment Advisers LLC
CRD# 5914520
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | West Union, IA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | West Union, IA | Sep 2005 - Mar 2020 | 14 |
| Ameriprise Financial Services, Inc. | West Union, IA | Jul 1996 - Mar 2020 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
- IA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Other
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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