Dana Green
Dana Green is a registered investment advisor at Ameriprise Financial Services, LLC, based in Indianapolis, IN, with 29 years of industry experience. Dana 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
8945 N Meridian St Ste 200, Indianapolis, IN, 46260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana owns real estate properties and is employed by TGG Operations. Her employment takes about a quarter of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Valeo Financial Advisors, LLC
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations1 state
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