Daniel Graham
Daniel Graham is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Battle Creek, MI, with 29 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
391 S Shore Dr, Ste 112, Battle Creek, MI, 49015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel owns commercial real estate since 2005 and another unspecified business. He also serves on the board of directors for Graham, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Securities America, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations31 states
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