Dan Stefan Mihaescu

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.
  Southfield, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Pleasant Ridge, MI

Other Businesses

Board of Directors; Tuesday Musicale of Detroit; President; PO Box 36535, , Grosse Pointe Farms, MI, 48236; Not Investment-Related; 05/13/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Opera singing; Performing as an opera singer; 1440 Harvard RoadBerkley MI 48072, ,; ; 02/26/2009; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-10

Designations

• Certified Financial Planner