Daniel Wayne Steffes
| Adviser/team AUM | $150,000,000 |
|---|---|
| Firm joining | Ameriprise Financial Services, Inc. |
| Firm leaving | H&R Block Financial Advisors, Inc. |
| Adviser(s) location | Lake Elmo, MN |
| Date | October 05, 2009 |
Latest Moves to Ameriprise Financial Services, Inc.
| Adviser(s) | Date |
|---|---|
| Lisa Beth Sherman | October 05, 2009 |
| Bill Eldridge, Don Delmonte | October 05, 2009 |
| Kevin Michael Linn | October 05, 2009 |
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Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Morgan Stanley
Firms Gaining Advisers
- • LPL Financial LLC
- • Cambridge Investment Research, Inc.
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
