Daniel Scott De Witt

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 03/2020
  Ameriprise Financial Services, Inc.
  St Joseph, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Grand Rapids, MI

Previous Registrations

• 2002-12-10 → 2004-03-16
  Morgan Stanley Dw Inc.
  Grand Rapids, MI

Other Businesses

Real Estate Ownership; Lot/Land; V/L Lanager Road, , Branch, MI, 49402; Not Investment-Related; 06/01/2021. Business Ownership; HSC Group, LLC; ; Legal entity created to manage administrative expenses for Ameriprise practice HS&C Wealth Management, including paying compensation to staff for non-securities related activity; 711 W. Main St.Fremont, MI 49412, ,; Not Investment-Related; 01/01/2011; 1 to 9 hours per month; 1 to 9 during trading hours / H&S Companies; Shareholder; Tax Preparation; 711 W. Main Street, , Fremont, MI, 49412; Not Investment-Related; 01/01/2022; 0 hours per month; 0 during trading hours / Hendon Slate LLC; Co-owner; Legal entity created to hold ownership of Ameriprise practice, HS&C Wealth Management; 711 W Main St, , Fremont, MI, 49412; Investment-Related; 02/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-04
• S63 Uniform Securities Agent State Law Examination
  2000-07-06

Other Names

• Daniel Scott Dewitt