Dawyne Sheree Wingo
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
3 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
15 years in the industry.
- Ameriprise Financial Services, LLCAug 2024 to now
- Wells Fargo Clearing Services, LLCMay 2018 to Aug 2024
- Liberty Tax ServicesJan 2018 to Apr 2018
- Amazon FlexNov 2017 to Dec 2018
- Paparazzi AccessoriesSep 2017 to Dec 2018
- Ameriprise Financial Services, Inc.Nov 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (MN, NC, NV).
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
- 6002357
- Firm CRD
- 6363