Zoe Wilbur (CRD# 6668046) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fremont, MI and has over 7 years of experience in the finance industry.
CRD# 6581230
Raymond James & Associates, Inc.
CRD# 1505813
Raymond James & Associates, Inc.
CRD# 4412486
Osaic Institutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Fremont, MI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Fremont, MI | Jun 2016 - Mar 2020 | 3 |
| Aquinas College Center For Diversity & Inclusion | Grand Rapids, MI | Mar 2015 - May 2016 | 1 |
| Aquinas College | Grand Rapids, MI | Aug 2013 - May 2016 | 2 |
| Walt Disney World Company | Orlando, FL | Jun 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- MI
-
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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