David Blackwell

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

• 04/2019 → 03/2020
  Ameriprise Financial Servies, Inc
  Elizabethtown, PA
• 09/2006 → 04/2019
  Donegal Insurance Group
  Marietta, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Elizabethtown, PA

Other Businesses

Outside Employment; LLWAG, LLC; ASSOCIATE FINANCIAL ADVISOR. I AM PAID VIA SALARY, VIA THE LLC; Manage advisory business; 160 HERSHEY RD, , ELIZABETHTOWN, PA, 17022; Investment-Related; 11/29/2023; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-29