Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
23yrs
Dane Everett
Financial advisor at Ameriprise Financial Services
Dane Everett has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Houston, Texas. After six years at Wells Fargo Advisors and a year at Merrill, Dane joined Ameriprise Financial Services in 2024, 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.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 71% of advisors in Texas
Office5151 San Felipe St Suite 2100, Houston, TX 77056
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 66Uniform Combined State Law Examination
Career
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- 2017 – 2024Wells Fargo Clearing Services, LLCPreviously
- Oct 2016 – Dec 2017MerrillPreviously
- 2009 – 2012MerrillPreviously
- Jun 2009 – Jul 2009Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2007Morgan Stanley DW Inc.Previously
Questions to ask Dane
Tailored to Dane’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dane
How do I contact Dane?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Dane Everett. Dane works from the Houston, TX office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2004, about 23 years. More experience than 71% of advisors in Texas.
What licenses does Dane hold?
Series 66. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dane 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.
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