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Daniel Berssenbruegge

Ameriprise Financial Services, LLC
13 Years of Experience
Cincinnati, OH
1 DisclosureBroker
View SEC Summary
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Daniel Berssenbruegge is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cincinnati, OH, with 13 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

12122 Lebanon Rd, Cincinnati, OH, 45241-1730

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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.
Employment Separation After Allegations
April 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
June 2023 - Present · 3 yrs 4 mos
The Huntington Investment CompanyBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2022 - June 2023 · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
January 2022 - June 2023 · 1 yr 5 mos
The Huntington Investment CompanyBroker
May 2014 - April 2020 · 5 yrs 11 mos
Huntington Financial Advisors
April 2014 - April 2020 · 6 yrs
PNC InvestmentsBroker
March 2011 - April 2013 · 2 yrs 1 mo
PNC Investments
March 2011 - April 2013 · 2 yrs 1 mo
Strategic Advisers, INC.
June 2009 - August 2009 · 2 mos
Fidelity Brokerage Services LLCBroker
February 2009 - August 2009 · 6 mos
Fidelity Brokerage Services LLCBroker
January 2008 - May 2008 · 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
September 2007 - January 2008 · 4 mos
State Registrations10 states
FLILINKYMIOHPASCTXVA
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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