Lorie KirtzCRD Number: 3133283
Current Firm: Ameriprise Financial Services, Inc.
Lorie Kirtz (CRD# 3133283) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Glencoe, MN and has over 19 years of experience in the finance industry.
Invest Financial Corporation
H.d. Vest Advisory Services, Inc.
|Ameriprise Financial Services, Inc.||Buffalo Lake, MN||Sep 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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