Lyndsey Filkowski, financial advisor Dickinson ND

Lyndsey Filkowski

CRD Number: 5792503
Current Firm: Ameriprise Financial Services, LLC

Lyndsey Filkowski (CRD# 5792503) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dickinson, ND and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Dickinson, ND Dec 2018 - Current 4
Community Options Inc. Dickinson, ND May 2007 - Current 15
Commonwealth Financial Network Waltham, MA Aug 2013 - Dec 2018 5
Schneider Financial Services Dickinson, ND Aug 2013 - Dec 2018 5
Lpl Financial Charlotte, NC Jan 2011 - Aug 2013 2
Dakota Community Bank Dickinson, ND May 2010 - Aug 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Lyndsey L. Filkowski
Phone Number: 612-671-3131
Registered State(s):
  • ND
  • TX
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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