Darya Volvatch

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

• 07/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  Edina, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

Business Ownership; CWG Holdings LLC; Co-owner; Manage Ameriprise Business; 7601 France Ave. S., Ste. 630, Edina, MN, 55435; Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Animal Ark Board of Directors; Treasurer; 2600 Industrial Ct, , Hastings, MN, 55033; Not Investment-Related; 01/10/2025; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; CWG Holdings LLC; Co-owner; Manage advisory business; 7633 Bryant Ave S, Suite 630, Edina, MN, 55435; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-08

Other Names

• Dasha Volvatch