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Dane Robinson

20 Years of Experience
Grove City, OH
1 DisclosureBroker

Dane Robinson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grove City, OH, with 20 years of industry experience. Dane 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
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
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Location

2227 Stringtown Rd, Grove City, OH, 43123-2928

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History

Regulatory History (1)
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Criminal
July 2011
Final Disposition
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
The Huntington Investment CompanyBroker
November 2017 - Present · 8 yrs 11 mos
Huntington Financial Advisors
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
PNC Investments
August 2016 - November 2017 · 1 yr 3 mos
PNC InvestmentsBroker
August 2016 - November 2017 · 1 yr 3 mos
J.P. Morgan Securities LLC
October 2013 - July 2016 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
September 2013 - July 2016 · 2 yrs 10 mos
Pruco Securities, LLC.Broker
August 2013 - September 2013 · 1 mo
Pruco Securities, LLC.Broker
July 2010 - July 2013 · 3 yrs
Key Investment Services LLCBroker
September 2009 - July 2010 · 10 mos
Natcity Investments, INC.Broker
February 2008 - September 2009 · 1 yr 7 mos
Pruco Securities, LLC.Broker
June 2006 - February 2008 · 1 yr 8 mos
State Registrations14 states
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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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