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Daniel Long

Ameriprise Financial Services, LLC
24 Years of Experience
Mishawaka, IN
1 DisclosureBroker
View SEC Summary
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Daniel Long is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mishawaka, IN, with 24 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.

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

4440 Edison Lakes Pkwy, Ste 200, Mishawaka, IN, 46545-1441

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel has a business ownership stake in an entity at 4440 Edison Lakes Parkway. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2002 - Present · 24 yrs 1 mo
Ameriprise Financial Services, LLC
August 2002 - Present · 24 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2002 - Present · 24 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 2002 - July 2006 · 3 yrs 8 mos
Ids Life Insurance CompanyBroker
August 2002 - October 2002 · 2 mos
State Registrations5 states
FLINMIVAWY
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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