Daniel Kane, financial advisor Saddle Brook NJ

Daniel Kane

CRD Number: 6394844
Current Firm: Ameriprise Financial Services, LLC

Daniel Kane (CRD# 6394844) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saddle Brook, NJ and has over 9 years of experience in the finance industry. Daniel Kane 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
Ameriprise Financial Services, LLC Saddle Brook, NJ Mar 2020 - Current 4
Ameriprise Financial Services, Inc. New York, NY Oct 2014 - Current 9
King Zak Industries Goshen, NY Jun 2014 - Oct 2014 < 1
Park Avenue Synagogue New York, NY Mar 2014 - Oct 2014 < 1
Le Marais New York, NY Dec 2013 - Oct 2014 < 1
Tricana Imports Plainview, NY Nov 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Daniel A. Kane
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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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