Daniel Vincent Herda
Investment adviser representative at Ameriprise Financial Services, LLC
26 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
26 years in the industry.
- Ameriprise Financial Services, LLCMar 2024 to now
- UnemployedNov 2023 to Mar 2024
- Northwestern Mutual Wealth Management CompanyMar 2023 to Nov 2023
- Northwestern Mutual Investment Services LLCJan 2022 to Nov 2023
- Northwestern Mutual Life Insurance CompanyJun 2021 to Nov 2023
- StudentSep 2020 to May 2022
- StudentNov 2019 to May 2020
- StudentFeb 2019 to May 2019
- UnemployedNov 2018 to Feb 2019
- StudentSep 2017 to May 2018
- Waterfront RestorationApr 2017 to Sep 2020
- Panera BreadJun 2016 to May 2019
- StudentDec 2000 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7365371
- Firm CRD
- 6363