Daniel Joseph Tuohy

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

• 08/2002 → 06/2017
  Raymond James Financial Services, Inc.
  Bloomington, MN
• 07/2002 → 06/2017
  Mcnellis & Asato, Ltd.
  Bloomington, MN
• 08/2017 → 09/2017
  Katherine Forrester Schneewind
  Eden Prairie, MN
• 08/2017 → 06/2019
  Northwestern Mutual Investment Services Llc
  Eden Prairie, MN
• 09/2017 → 06/2019
  Katherine Forrester Schneewind
  Eden Prairie, MN
• 11/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Edina, MN
• 06/2019 → 11/2019
  Unemployed
  Bloomington, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-09

Designations

• Chartered Financial Analyst

Other Names

• Daniel Tuohy