Best Investors Account Sign in

Daniel Mckay

Ameriprise Financial Services, LLC

Springville, UT

Gilbert, AZ

Mesa, AZ

CRD 6149644

Claim This Profile
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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2025-01-09
TX RA APPROVED 2023-04-21
UT RA APPROVED 2023-04-21
  • WY RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED
    Since 2023-04-21
  • UT RA
    APPROVED
    Since 2023-04-21

Branch Locations

Springville, UT • United States

161 E Rivulon Blvd Ste 108, Gilbert, AZ 85297 • United States

Mesa, AZ • 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
Edward Jones St Louis MO 01/2013 04/2023
Ameriprise Financial Services, Llc Gilbert AZ 04/2023 Present
Previous Registrations
  • 2013-04-02 → 2023-04-28
    Edward Jones
    St Louis, MO
    Mesa, AZ
    Mesa, AZ
    Spanish Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-08
  • S66 Uniform Combined State Law Examination
    2013-03-08
Other Names
  • Daniel Mckay
  • Daniel Joseph Mckay

View on SEC IAPD

More in Springville, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor