Dejan Milev

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

• 02/2016 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2018 → 08/2022
  Jpmorgan Chase Bank Na
  Chicago, IL
• 05/2018 → 08/2022
  Jpmorgan Securities Llc
  Chicago, IL
• 06/2016 → 08/2022
  Struga Properties Llc
  Valparaiso, IN
• 08/2022 → Present
  Ameriprise Financial Services, Llc
  Crown Point, IN

Previous Registrations

• 2018-05-14 → 2022-08-22
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  New York, NY
  Boston, MA
• 2016-02-24 → 2018-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2008-10-01 → 2016-02-22
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Deerfield, IL
• 2006-09-27 → 2008-10-01
  J.P. Morgan Securities Inc.
  Chicago, IL
• 2006-06-02 → 2006-09-27
  Banc One Securities Corporation
  Chicago, IL
  Chicago, IL
• 2005-05-13 → 2005-12-02
  Northwestern Mutual Investment Services, Llc
  Chicago, IL
• 1999-08-02 → 2005-03-09
  Ameriprise Financial Services, Llc
  Chicago, IL

Other Businesses

Business Ownership; Struga Properties LLC; 10% owner. Passive investor. Any consulting is provided on an as needed basis.; LLC which owns one building of which portions are available for small businesses to rent. Currently there is a car wash, a restaurant, and a vape shop.; 1603 Lincolnway, , Valparaiso, IN, 46383; Not Investment-Related; 06/07/2016; 1 to 9 hours per month; 0 during trading hours / Palmer Holdings LLC; Co-owner; Real Estate; 11480 Broadway, , Crown Point, IN, 46307; Investment-Related; 05/15/2026; 1 to 9 hours per month; 0 during trading hours / The Edwin Group LLC; Co-owner; Manage Ameriprise Business; 11480 Broadway, , Crown Point, IN, 46307; Investment-Related; 05/15/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-25
• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Other Names

• Dan Milev