Dawn Akkerman

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

• 09/2006 → 12/2017
  Securian Financial Services, Inc.
  St. Paul, MN
• 09/2006 → 12/2017
  Minnesota Life Insurance Company
  St. Paul, MN
• 02/2014 → 11/2017
  H. Beck
  St Paul, MN
• 01/2008 → 12/2017
  Cri Securities Llc
  St Paul, MN
• 12/2017 → 03/2020
  Ameriprise Financial Services Inc
  Minneapolis, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Previous Registrations

• 2013-12-24 → 2017-12-01
  Securian Financial Services, Inc.
  St Paul, MN
• 2013-12-24 → 2017-12-01
  Cri Securities, Llc
  St Paul, MN
• 2014-02-19 → 2017-10-13
  Grove Point Investments, Llc
  St Paul, MN
  Rockville, MD

Exams

• S66 Uniform Combined State Law Examination
  2008-02-01
• S63 Uniform Securities Agent State Law Examination
  2006-05-19

Designations

• Chartered Financial Consultant

Other Names

• Dawn Frank
• Dawn Elaine Frank
• Dawn Conlin
• Dawn Elaine Conlin
• Dawn Akkerman