Daniel C. Strecker, CFP<sup>&reg;</sup> - Financial Advisor

Daniel C. Strecker, CFP®

CRPC®, RICP®

Financial Advisor

Ameriprise Financial

259 Seven Farms Drive, Suite 200
Daniel Island, SC 29492
FINANCIAL ADVISOR'S WEBSITE
(843) 284-1237 x213 CONNECT WITH Daniel
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General

Daniel Strecker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Daniel Island, SC and the surrounding communities.

Financial Advisor Overview

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

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Financial Advisor Experience

I have had the pleasure of servicing clients as a Financial Advisor for 14 years with The Ventus Group at Ameriprise Financial. I have obtained my CERTIFIED FINANCIAL PLANNER™ professional certification.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: SC, CA, TX, DE, MD, NC, DE
  • Health/disability insurance: SC, CA, TX, DE, MD, NC, DE
  • Variable annuities: SC, CA, TX, DE, MD, NC, DE

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

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FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Bankruptcy, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources