Donald Ratté, financial advisor East Hartford CT

Donald Ratté

CRD Number: 2335156
Current Firm: Ameriprise Financial Services, Inc.
Compensation Model: Both

Donald Ratté (CRD# 2335156) is a Certified Financial Planner (CFP) / Financial Advisor working at Ameriprise Financial Services, Inc. in East Hartford, CT and has 30 years of experience in the Financial Planning and Investment industry.  Don's areas of focus are:

 

 

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies

Don was recognized as a Five Star Wealth Manager by Connecticut Magazine for years 2011,  2012,  2013,  2014, and  2015.

 

My Approach

 

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

CONTACT
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Professional Designations
Company Name Location Dates Years
Ameriprise Financial East Hartford, CT Sep 2005 - Current 13
American Express Financial Advisors Inc. East Hartford, CT Sep 1999 - Sep 2005 6
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 1999
S66 NASAA Uniform Combined State Law Examination Aug 1999
Contact Info for Donald E. Ratté
Phone Number: 612-671-3131
Registered State(s):
  • CT
  • CA
  • FL
  • MA
  • NH
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    248,322
    MILLIONS
  • Total Number of Accounts
    1,393,263
    ACCOUNTS
  • Average Account Value
    $178,230
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

 

Donald Ratté is licensed and registered to conduct business in CT.

Based on licenses and registrations I hold, I may also conduct business in CA, NH, NY, PA, FL, MA.

CA Insurance #0F88516

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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