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CFP · ChFC
DW
CFP · ChFC

Damian Walsh

Ameriprise Financial Services, LLC
28 Years of Experience
Highlands Ranch, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Damian Walsh is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Highlands Ranch, CO, with 28 years of industry experience. Damian 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

640 Plaza Drive, Suite 220, Highlands Ranch, CO, 80129-2398

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Damian owns a townhouse in Breckenridge, CO since 2018, which is not investment-related. He is also an independent insurance broker, selling life insurance through Pacific Life since 2014 and long-term care insurance through Unum since 2025.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2000 - Present · 26 yrs 9 mos
Ameriprise Financial Services, LLC
September 1998 - Present · 28 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 1998 - Present · 28 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
September 1998 - July 2006 · 7 yrs 10 mos
State Registrations36 states
AKAZCACOCTDEFLGAIAIDILINKSKYMAMDMEMIMNMTNCNENJNMNVNYOHORPASCTXUTVAWAWVWY
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.
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