Daniel Wilson
Daniel Wilson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mystic, CT, with 29 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
Mystic, CT
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
August 2023Other Business Activities
Daniel has business ownership and consulting activities, dedicating about a third of his time. He also works for Net Flows, LLC as an owner, spending about a third of his time on this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations47 states
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
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