Donald RattéCRD 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.
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.
Private Advisor Group, LLC
Springboard Asset Management LLC
|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|
Total Assets Under Management248,322MILLIONS
Total Number of Accounts1,393,263ACCOUNTS
Average Account Value$178,230
- 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
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
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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