Daniel Wheeler
Daniel Wheeler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Arcadia, CA, with 4 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
225 E Santa Clara St, Ste 302, Arcadia, CA, 91006
Get directionsHistory
Regulatory History (2)
Financial
March 2024Financial
March 2023Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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
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