Daniel Bodemeijer
Daniel Bodemeijer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Thousand Oaks, CA, with 26 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
100 E Thousand Oaks Blvd, Suite 290, Thousand Oaks, CA, 91360
Get directionsHistory
Regulatory History (9)
Judgment / Lien
February 2023Judgment / Lien
September 2020Judgment / Lien
June 2018Judgment / Lien
January 2016Judgment / Lien
April 2014Judgment / Lien
January 2014Judgment / Lien
January 2013Judgment / Lien
March 2009Criminal
May 1990Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations19 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
More Advisors
- Patricia Adrian, ChFCAmeriprise Financial Services, LLC
- Lars JorgensenAmeriprise Financial Services, LLC
- Wan YuAmeriprise Financial Services, LLC
- Louis Ashamallah, CFPLPL Financial LLC
- Brenda Karczag, ChFCPark Avenue Securities LLC
- Nava Spivak, CFPWells Fargo Advisors