ChooseAFinancialAdvisor.com
Advisors / Indiana / Ramsey
27yrs

Daniel Wolfe

Full name on record: Daniel L Wolfe

Financial advisor at Ameriprise Financial Services

Daniel Wolfe has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Ramsey, Indiana. After 23 years at Momentum Independent Network and 23 years at DAN L Wolfe, Daniel joined Ameriprise Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.

Ramsey, INTop 22% by experience in IndianaFiduciary advisor
Call Ameriprise Financial ServicesDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 22% by experience in Indiana
OfficeRamsey, IN
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jun 2026 – now
  2. 2003 – 2026
  3. 2003 – 2025
    DAN L WolfePreviously
  4. 2001 – 2003
    PMG Asset Management Inc.Previously

Contact Daniel

(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Daniel. Ramsey, INOffice · Get directions LinkedIn pageAmeriprise Financial Services

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Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Daniel Wolfe. Daniel works from the Ramsey, IN office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 1999, about 27 years. Top 22% by experience in Indiana.

What licenses does Daniel hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.