Dana Anderson is a CFP-designated registered investment advisor, based in Plymouth, MN, with 9 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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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.
Learn about disclosures →Other Business Activities
Dana is a rental property manager for Northern Rental DL, LLC, handling short-term vacation rentals. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Wealth Enhancement Advisory Services, LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
February 2022 - December 2023 · 1 yr 10 mos
Ameriprise Financial Services, LLC
January 2018 - September 2021 · 3 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2016 - September 2021 · 5 yrs
Ameriprise Financial Services, INC.Broker
September 2015 - September 2015 · 0 mos
State Registrations1 state
MN
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.