Daniel E Carver

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Ste Genevieve, MO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Webster Groves, MO

Other Businesses

Business Ownership; Other; Other; 3001 Cross View Estates Saint Louis, MO 63129, , ** not provided **, N/A, 00000; Not Investment-Related; 03/11/2015; 1 to 9 hours per month; 0 during trading hours: 03/11/2015; 03/03/2016; 12/20/2016; 01/10/2017; 02/28/2017; 01/07/2013; 12/08/2017; 01/19/2018; 01/19/2018; 06/29/2018; 03/08/2019; 01/17/2013; 05/17/2013; 10/01/2013; 01/07/2013; 10/01/2015; 08/31/2016; 01/10/2017; 04/12/2017; 10/20/2017; 06/08/2018; 06/20/2018; 08/10/2018; 12/01/2013; 04/04/2014; 08/07/2014; 06/08/2018; 06/20/2018; 08/10/2018; 12/01/2013; 04/04/2014; 08/07/2014; 08/30/2019; 10/14/2020; 01/15/2021; 03/05/2021; 06/16/2021; 06/16/2021; 02/02/2023; 02/21/2023; 08/05/2019; 12/26/2019; 02/14/2020; 10/30/2020; 06/16/2021; 12/29/2021; 07/21/2022; 12/16/2022; 05/31/2023; 10/06/2023; 10/13/2023; 10/16/2023; 01/12/2024; 01/12/2024; 01/12/2024. Other; Other; 3001 Cross View Estates, , Saint Louis, MO, 63129; Not Investment-Related; 08/05/2019; 1 to 9 hours per month; 1 to 9 during trading hours, 02/24/2015; 08/05/2019; 08/05/2019. Real Estate License; Daniel; Carver; Yes.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-25

Other Names

• Daniel Eugene Carver
• Dan Carver
• Dan Carver Iii