Chance Beckwith Dahle

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

• 02/2015 → 05/2019
  University Of Missouri Athletics
  Columbia, MO
• 08/2014 → 05/2018
  Student
  Columbia, MO
• 06/2019 → 01/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2019 → 01/2020
  Northwestern Mutual Investment Services Llc
  Columbia, MO
• 03/2020 → 10/2022
  Lpl Financial Llc
  Columbia, MO
• 03/2020 → 10/2022
  The Central Trust Bank
  Columbia, MO
• 10/2022 → Present
  Ameriprise Financial Services, Llc
  Denver, CO

Previous Registrations

• 2020-08-24 → 2022-11-03
  Lpl Financial Llc
  Columbia, MO
  Durango, CO
  Greenwood Village, CO
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21
• S63 Uniform Securities Agent State Law Examination
  2019-10-10

Other Names

• Chance Dahle