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Our financial advice team


Daniel Woodend, Financial Advisor serving the Germantown, TN area - Ameriprise Advisors

Daniel Woodend

CRPC®

Financial Advisor

Woodend Financial Services
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Interests

Golf, American History, and Deep Sea Fishing.

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2013, and 2016.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Professional associations

  • Professional Network on Aging

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

Alzheimers Association, St. Jude Children's Research Hospital, Manna House.