Dale Bruce Costello
Investment adviser representative at Ameriprise Financial Services, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Ameriprise Financial Services, LLCJun 2024 to now
- D.C. CutterSep 2021 to now
- Ad Banker and CompanyOct 2006 to now
- Rozovics Wealth ManagementMar 2020 to Feb 2024
- Avantax Advisory ServicesFeb 2020 to Jun 2024
- Avantax Insurance Agency, LLCFeb 2020 to Jun 2024
- Avantax Investment Services, Inc.Feb 2020 to Jun 2024
- R2 Fiscal Solutions, LLCJun 2018 to Feb 2024
- Rozovics Group LLPJun 2018 to Feb 2024
- Cetera Financial Specialists, LLCNov 2017 to Feb 2020
- Cetera Investment Advisers, LLCOct 2017 to Feb 2020
- Cetera Investment Advisers, LLC.Dec 2015 to Jul 2017
- Cetera Investment Services LLCDec 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1797041
- Firm CRD
- 6363