Richard Nolte (CRD# 2514143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Decatur, IL and has over 29 years of experience in the finance industry.
CRD# 5638945
Ameriprise Financial Services, LLC
CRD# 6241596
Ipi Wealth Management, Inc.
CRD# 6628382
Ipi Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Decatur, IL | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Champaign, IL | Jul 1994 - Mar 2020 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
- IL
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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