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Daniel Bodemeijer

25 Years of Experience
Thousand Oaks, CA
9 DisclosuresBroker

Daniel Bodemeijer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Thousand Oaks, CA, with 25 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

100 E Thousand Oaks Blvd, Suite 290, Thousand Oaks, CA, 91360

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History

Regulatory History (9)
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Judgment / Lien
February 2023
Judgment / Lien
September 2020
Judgment / Lien
June 2018
Judgment / Lien
January 2016
Judgment / Lien
April 2014
Judgment / Lien
January 2014
Judgment / Lien
January 2013
Judgment / Lien
March 2009
Criminal
May 1990
Final Disposition
Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2000 - Present · 25 yrs 10 mos
Ameriprise Financial Services, LLC
June 2000 - Present · 25 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2000 - Present · 25 yrs 11 mos
Previous Registrations
Ids Life Insurance CompanyBroker
June 2000 - July 2006 · 6 yrs 1 mo
State Registrations18 states
AZCACOFLGAIDILMTNCNVOHORRISCTNTXVAWA
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.