Dakota Richardt
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 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
13 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- LPL Financial LLCJan 2023 to Jun 2026
- JP Morgan Securities LLCSep 2019 to Jan 2023
- JPMorgan Chase Bank, N.A.Sep 2019 to Jan 2023
- Fifth Third BankOct 2018 to Aug 2019
- UnemployedSep 2018 to Sep 2018
- Northwestern Mutual Investment Services LLCNov 2017 to Aug 2018
- Northwestern Mutual Life Insurance CompanyJan 2017 to Aug 2018
- University of Southern IndianaAug 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6733126
- Firm CRD
- 6363