Daniel Thomas Milnamow

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

• 02/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Farmington Hills, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Farmington Hills, MI

Other Businesses

Real Estate Ownership; Single Family; 2312 Tyler Ave., , Berkley, MI, 48072; Investment-Related; 08/01/2024. Outside Employment; Furlotte Consulting Group LLC; I work for the LLC as a paraplanner in the financial planning practice of Eric Furlotte.; Furlotte Consulting Group LLC; 33493 W. 14 Mile Rd., Suite 80, Farmington Hills, MI, 48331; Investment-Related; 08/01/2024; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-12

Designations

• Certified Financial Planner