Daniel Wilson
Daniel Wilson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Plainville, MA, with 28 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
30 Man Mar Dr, Ste 14, Plainville, MA, 02762-2271
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.