David Mcfadden
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCSep 2026 to now
- Mass Mutual Life Insurance CompanyFeb 2026 to Sep 2026
- MML Investors Services LLCFeb 2026 to Sep 2026
- Ameriprise Financial Services, LLCJan 2022 to Feb 2026
- First Command Advisory ServicesApr 2021 to Jan 2022
- First Command Financial ServicesApr 2021 to Jan 2022
- First Command Insurance ServicesApr 2021 to Jan 2022
- First CommandNov 2020 to Jan 2022
- Bank of the WestDec 2019 to Mar 2021
- Rally RouseJul 2019 to Dec 2019
- WawaSep 2018 to Jul 2019
- CarmaxMay 2018 to Sep 2018
- LidsAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (KS, MD).
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
- 7311567
- Firm CRD
- 6363