BOULDER, CO – Daniel Brian Schultz, CFP®, CDFA™, CRPC®, APMA®, a Private Wealth Advisor and Managing Director with Brightside Wealth Advisors – a private wealth advisory practice of Ameriprise Financial Services, LLC in Boulder, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement.
To earn this achievement, Dan Schultz established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
He has fifteen years of experience with Ameriprise Financial.
As a Private Wealth Advisor, Dan Schultz provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with his clients. For more information, please contact Dan at 720-565-6117, firstname.lastname@example.org, or visit the Ameriprise office at 1881 9th St, Suite 302, Boulder, CO 80302.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or www.ameripriseadvisors.com/daniel.b.schultz/
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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File # 3359360 (Approved until 01/31/2022)