Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in York
18yrs
Daniel Wayne Calloway
Financial advisor at Ameriprise Financial Services
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
Office224 St Charles Way Suite 150, York, PA 17402
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
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.
Uniform Combined State Law Examination
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2008 – 2023Edward JonesPreviously
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Ameriprise Financial Services at 612-671-3131 and ask for Daniel Wayne Calloway. Daniel works from the York, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does Daniel hold?
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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