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Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial advisor in Lodi, CA

Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC is a financial advisor at 801 S Ham Ln Ste H, Lodi, CA 95242, ranked #24 of 55 financial advisors in Lodi and rated 5.0 from 3 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lodi, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Address801 S Ham Ln Ste H, Lodi, CA 95242Get directions
Phone(209) 367-8700
Websiteameripriseadvisors.com
HoursMonday to Thursday: 7:30 AM – 6 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lodi and 10 towns within 25 miles: Galt, Stockton, Garden Acres, Elk Grove, Lathrop, Laguna, Discovery Bay, Manteca, Vineyard and Oakley.

Based in Lodi, CAView on map

Opening hours

Opening hours for Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC
DayHours
Monday7:30 AM – 6 PM
Tuesday7:30 AM – 6 PM
Wednesday7:30 AM – 6 PM
Thursday7:30 AM – 6 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC

How is Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC ranked in Lodi?

Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC is ranked #24 of 55 financial advisors in Lodi by RFA Score, with 59 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC’s hours?

Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC is open Monday to Thursday. Its listed hours are Monday to Thursday, 7:30 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC serve?

Serves Lodi and 10 towns within 25 miles: Galt, Stockton, Garden Acres, Elk Grove, Lathrop, Laguna, Discovery Bay, Manteca, Vineyard and Oakley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Call Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC on (209) 367-8700. The business is at 801 S Ham Ln Ste H, Lodi, CA 95242. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC (this business)—595.0 (3)NoNo
PRODIGY#22595.0 (9)NoNo11.8 mi
Journey Wealth Management, LLC#23595.0 (17)NoNo22.7 mi
Edward Jones - Financial Advisor: Amber F Lynn, CFP®#25595.0 (3)NoNo2.2 mi

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