Daniel Witt
Daniel Witt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Rapids, MI, 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
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
4575 Lake Michigan Dr Nw, Grand Rapids, MI, 49534
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Daniel owns real estate, is a shareholder in H&S Companies for tax preparation, and co-owns Hendon Slate LLC, which holds ownership of his Ameriprise practice. He also owns HSC Group, LLC to manage administrative expenses for his Ameriprise practice, HS&C Wealth Management.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
1st Global Capital CORP.Broker
Infinex Investments, INC.Broker
Macatawa Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Mony Securities CorporationBroker
State Registrations18 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.