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Daniel Stanton Peterson

Ameriprise Financial Services, LLC

Minnetonka, MN

Eagan, MN

Minneapolis, MN

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-28
MN RA APPROVED 2021-04-28
  • TX RA
    APPROVED_RES
    Since 2025-02-28
  • MN RA
    APPROVED
    Since 2021-04-28

Branch Locations

701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305 • United States

860 Blue Gentian Rd Ste 295, Eagan, MN 55121 • United States

Minneapolis, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Investors Group, Inc. Minnetonka MN 06/2012 04/2021
Ameriprise Financial Services Llc Inver Grove Heights MN 04/2021 Present
Previous Registrations
  • 2020-08-14 → 2021-04-23
    American Investors Group, Inc.
    Minnetonka, MN
  • 2020-01-01 → 2020-07-31
    American Investors Group, Inc.
    Minnetonka, MN
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-30
S63 Uniform Securities Agent State Law Examination 1998-05-20
  • S65 Uniform Investment Adviser Law Examination
    2019-12-30
  • S63 Uniform Securities Agent State Law Examination
    1998-05-20
Other Names
  • Dan Peterson
  • Daniel S Peterson

View on SEC IAPD

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Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
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