Daniel Lane Bickerstaff

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.
  Tulsa, OK
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tulsa, OK

Other Businesses

Outside Employment; Lapis Enterprises of Oklahoma Inc; Co-owner; Legal Entity for our Ameriprise Team Practice.; 5018 E 68th St, 1st Floor, Tulsa, OK, 74136; Investment-Related; 12/01/2021; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-24
• S66 Uniform Combined State Law Examination
  2002-01-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Daniel Lane Bickerstaff