Dan Chang

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Campbell, CA
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Campbell, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  San Jose, CA

Previous Registrations

• 2003-12-01 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Cupertino, CA
  Campbell, CA

Exams

• S66 Uniform Combined State Law Examination
  1999-01-29

Designations

• Certified Financial Planner

Other Names

• Dan Chang
• Dan Hsinwu Chang
• Dan Hsin Chang