DM
DM

Daniel Muzljakovich

23 Years of Experience
Clinton Twp, MI
Broker

Daniel Muzljakovich is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clinton Twp, MI, with 23 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

43900 Garfield Rd Ste 200, Clinton Twp, MI, 48038

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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.

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Other Business Activities

Daniel is the owner of Bryan Russell & Associates, PC CPA's, a tax preparation business, since 2005. This takes about 35-50 hours per month, all during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2010 - Present · 15 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
December 2005 - February 2008 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
October 2000 - November 2005 · 5 yrs 1 mo
Ids Life Insurance CompanyBroker
October 2000 - November 2005 · 5 yrs 1 mo
State Registrations1 state
MI
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.