Advisor profile


My approach

Daniel Gellner - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Daniel Gellner - My approach photo

Areas of focus

  • Social Security Retirement Benefits
  • Investment Management
  • Family Finances
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • "Series 24" General Securities Principal Exam
  • "Series 7" General Securities Representative Exam
  • "Series 31" Futures Managed Funds Exam
  • "Series 63" Uniform Securities Agen State Law Exam
  • "Series 65" Uniform Investment Advisor Law Exam
  • "Series 66" Uniform Combined State Law Exam

Education

  • B.S. Marketing Management, Oregon State University

Interests

I have always been intrigued by airplanes. Growing up I was always drawing airplanes, building models, and flying the little balsa stick models that you could buy in the toy section of any drug store.

Today my love for aircraft has me at air shows and museums often snapping pictures with my camera. I’m still building and flying model airplanes, but they are much bigger now. Many of my radio control models use a chainsaw motor for power.

I have the greatest respect for the pilots who fought WW2 in the big iron warbirds. It must have been an incredibly hard job to fly these heavy unstable planes, and fight with them as well.

Community participation

We proudly support the Klamath Lake County Food Bank

Previous experience

  • LPL Financial (Linsco/Private Ledger Corp.), 1999-2012
  • Dean Witter Reynolds Inc, 1997-1999