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Daniel Bodemeijer, Private Wealth Advisor serving the Thousand Oaks, CA area - Ameriprise Advisors

Daniel Bodemeijer

Private Wealth Advisor

Bodemeijer & Associates

An Ameriprise Private Wealth Advisor

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 28 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance

Education

  • Colorado State University-Bachelor of Arts-Economics 1991

Awards & recognition

  • Ameriprise Circle of Success, 2019 - 2024
  • Ameriprise Circle of Success Diamond Ring, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Organize annual golf tournament for the UCLA Jonsson Cancer Center Foundation.

Interests

I enjoy reading, fishing, music, theater and soccer. I have been coaching and refereeing soccer for nine years. I enjoy spending time outdoors and challenging myself with new experiences.