Dane Michael Burkholder

Current Employers

Employment History

• 06/2002 → 03/2020
  Ameriprise Financial Services, Inc.
  Lancaster, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Lancaster, PA

Other Businesses

Business Ownership; LPPO LLC; Leadership Services; Legal Entity as outlined in 12.2; 3995 E. Market St, , York, PA, 17402; Not Investment-Related; 12/22/2015; 60 hours per month; 10 to 19 during trading hours / PPNO Real Estate Services, LLC; Passive Investor; Investor in Real Estate Services; 3995 E. Market Street, , York, PA, 17402; Investment-Related; 12/03/2020; 1 to 9 hours per month; 0 during trading hours / DM Burkholder LLC; Managing Partner; Provide services to LPPO, LLC as Managing Partner; 3995 E. Market Street Suite 200, , York, PA, 17402; Investment-Related; 01/04/2021; 1 to 9 hours per month; 0 during trading hours / DJBC722 LLC; Chief Operating Officer; Provide services to MKFB LLC as Chief Operating Officer.; 3995 East Market Street Suite 200, , York, PA, 17402; Investment-Related; 03/01/2023; 1 to 9 hours per month; 0 during trading hours / MKFB LLC; Operating Company to support practice purchases.; Ameriprise approved operating company for non-security purposes.; 3995 East Market Street Suite 200, , York, PA, 17402; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 0 during trading hours / PJMJ LLC; None; Tax Preparation; 3995 East Market Street Suite 200, , York, PA, 17402; Not Investment-Related; 12/01/2021; 1 to 9 hours per month; 0 during trading hours / SEAM LLC; Co-owner; Provide SME work for ownership in the individual entity.; 3995 E Market Street, Suite 200, York, PA, 17402; Not Investment-Related; 12/10/2024; 1 to 9 hours per month; 0 during trading hours / DMB11, LLC.; Co-owner; To provide a wellness implementation service that will install a proactive integrated process for an individual's behavioral tendencies using the latest AI technologies and science so that the individual receiving the wellness will receive a combination of ongoing prescriptive work along with mentorship and education. DB Inc will be providing these specialized services to athletes.; 722 Pershing Avenue, , Ephrata, PA, 17522; Not Investment-Related; 05/30/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Ephrata Gridiron Club; President, Board Member; 40 Garden Spot RoadEphrata, PA 17522, ,; ; 07/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; DM Burkholder LLC; Managing Partner - Operating Company for my franchise to provide services to LPPL, LLC as Managing Partner; ; 3995 E. Market Street Suite 200, , York, PA, 17402; Investment-Related; 01/04/2021; 1 to 9 hours per month; 0 during trading hours / DJBC772, LLC; Owner/COO - Provide services to BFMK LLC as Chief Operating Officer; ; 3995 East Market Street Suite 200, , York, PA, 17402; Investment-Related; 09/01/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; NGCSA, LLC; An organization providing leadership education to owners and leaders of financial service Ensembles. The Academy will be owned by LPPO, LLC as a service to the consulting firm.; 3995 East Market Street, , York, PA, 17402; Not Investment-Related; 09/15/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-09