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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ameriprise Financial Services, Inc. 3 years, 1 month Sep 2016 - Present
Wells Fargo Advisors LLC 7 years, 4 months May 2009 - Sep 2016

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Richard Dunagan

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Answers

Ask a financial questionAsk a question
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    May 7, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    May 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on May 8, 2019
    • $52.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 114
      number of clients
    • $456.1K
      Estimated Average Account Balance Per Client

Ameriprise Financial Services, Inc.

Last updated on May 16, 2019
    • $248.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $178.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees