Daniel Robert Stella

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.
  Plymouth, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plymouth, MN

Other Businesses

Real Estate Ownership; Commercial; 18200 45th Ave N Suite BPlymouth, MN 55446, ,; ; / Single Family; 5679 US Highway 51, , Manitowish Waters, WI, 54545; Investment-Related; 09/01/2018 / Commercial; 100 South Suffolk St, , Ironwood, MI, 49938; Investment-Related; 03/16/2023. Business Ownership; ASGS Real Estate Holdings; ; LLC for purpose of owning real estate.; 18200 45th Ave N Suite B Plymouth, MN 55446, ,; ; ; 1 to 9 hours per month; / North Star Lake LLC; ; Rental Real Estate; 5683 US Highway 51 Manitowish Waters, WI 54545, ,; Investment-Related; 01/02/2018; 1 to 9 hours per month; 0 during trading hours / Astronomy Holdings LLC; Provide client service support, leadership, and direction for the business as it relates to strategic direction, operations, business development and financial management.; Entity structure supports operations of the Ameriprise Financial Practice including leadership, payment of payroll, and expense and profit distribution to owners.; 100 South Suffolk St, , Ironwood, MI, 49938; Not Investment-Related; 03/23/2023; 60 hours per month; 60 during trading hours / GSAS Real Estate LLC; Owner; Opening an Ameriprise Office in this location on 3/20/2023.; 100 South Suffolk St, , Ironwood, MI, 49938; Investment-Related; 01/18/2023; 1 to 9 hours per month; 0 during trading hours / Constellation Holdings LLC; Owner; Manage Ameriprise Business; 18200 45th Ave N, Suite B, Plymouth, MN, 55446; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours. Board of Directors; Plymouth Office Plaza Association; President; 18200 45th Ave N. Plymouth, MN 55446, ,; ; 03/01/2012; 1 to 9 hours per month; . Outside Employment; Manitowish Waters Fire Company; Volunteer fire fighter - respond to fires and emergencies.; ; US Highway 51, , Manitowish Waters, WI, 54545; Not Investment-Related; 04/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Astronomy Holdings LLC; Managing Partner - Managing Partner; ; 100 South Suffolk St, , Ironwood, MI, 49938; Investment-Related; 03/23/2023; 60 hours per month; 60 during trading hours / Constellation Holdings LLC; Owner; Manage advisory business; 18200 45th Ave N, Suite B, Plymouth, MN, 55446; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Manitowish Waters Youth Center; On a committee to create a youth center for the town of Manitowish Waters; 5733 Airport Road, , Manitowish Waters, WI, 54545; Not Investment-Related; 11/10/2021; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-11-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Daniel Robert Stella