Daniel J Rench

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Troy, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, OH

Other Businesses

Business Ownership; JASE Florida LLC; Owner; Real Estate; 123 SW 51st St, , Cape Coral, FL, 33914; Investment-Related; 01/12/2023; 1 to 9 hours per month; 0 during trading hours / Daniel Rench Consulting, LLC; Owner; Manage Ameriprise Business; 119 SW 51st St, , Cape Coral , FL, 33914; Investment-Related; 02/03/2025; 1 to 9 hours per month; 0 during trading hours / Daniel Rench, CFP; Owner; Manage Ameriprise Business; 5656 Croftmill Rd, , Bradford, OH, 45308; Investment-Related; 03/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-14

Other Names

• Dan Rench
• Daniel Joe Rench