Dale Nathaniel Donaldson

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.
  Lake Oswego, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Lake Oswego, OR

Other Businesses

Business Ownership; C Magg Holdings LLC; Review real estate opportunities and decide on whether or not to invest.; Passive real estate investments; 5217 SW Santa Monica Ct, , Portland, OR, 97221; Investment-Related; 10/27/2021; 1 to 9 hours per month; 0 during trading hours / Wealthbridge Advisors, Inc; Mergers & Acquisitions; The LLC is for staffing, office expenses, operations, insurance etc.; 5000 Meadows Rd, Suite 450, Lake Oswego, OR, 97035; Not Investment-Related; 12/31/2013; 20 to 39 hours per month; 1 to 9 during trading hours / JD Alliance Properties LLC; Co-owner; Real Estate; 5000 Meadows Rd, Suite 450, Lake Oswego, OR, 97035; Investment-Related; 12/02/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Project Barnabas, Inc; Accountability Board Member; www.projectbarnabas.comPortland, OR, ,; Not Investment-Related; 05/01/2016; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-13