Daniel
Ruediger

Ameriprise Financial Services, LLC

CRD#2740109
Investment Advisor
in Portland, OR

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About this Advisor

Daniel Ruediger is an advisor in Portland, Oregon. Currently an advisor at Ameriprise Financial Services, LLC, they have accumulated 15 years of work experience as a financial advisor. Ruediger maintains Series 63 and Series 66 licenses, which designate them as a securities agent. Ruediger is able to act as an advisor based out of Colorado and Texas. Ruediger has worked their entire career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is located in Portland, Oregon, and operates out of 158 locations in the country. As a registered advisory firm, Ameriprise Financial Services, LLC oversees $313 billion in assets throughout 1,488,886 client accounts and retains more than 13,556 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

5550 Sw Macadam Ave Ste 102
Portland, OR 97239-3772

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

OR Average: $5,289,111,388
Total Number of Employees

13,556

OR Average: 157
Total Number of Accounts

1,488,886

OR Average: 8,262
Average Account Size

$210,414

OR Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Daniel Ruediger Work History

Daniel has 15 years of experience.

2005 - Present (16 years)

Ameriprise Financial Services, Inc

Disclosures

Daniel Ruediger has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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