DG
CFP
DG
CFP

Daniel Getsch

33 Years of Experience
Lake Elmo, MN
1 DisclosureBroker

Daniel Getsch is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Elmo, MN, with 33 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

8621 Eagle Point Blvd, Lake Elmo, MN, 55042

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Denied
Other Business Activities

Daniel owns single-family and commercial real estate properties, and D Getsch LLC, a company used for business expenses. He also owns and manages FFG advisors LLC, dedicating about a third of his time to this.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 19 yrs 6 mos
Ameriprise Financial Services, LLC
August 1992 - Present · 33 yrs 8 mos
Ameriprise Financial Services, LLCBroker
August 1992 - Present · 33 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1992 - July 2006 · 13 yrs 11 mos
State Registrations18 states
AZCACODCFLGAIAILKSMDMNMTNDORSCTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Getsch - Financial Advisor | TrueAdvisor