Terence Hagedorn, financial advisor Independence OH

Terence Hagedorn

CRD Number: 4505141
Current Firm: Ameriprise Financial Services, LLC

Terence Hagedorn (CRD# 4505141) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Independence, OH Jan 2021 - Current 3
Ameriprise Financial Services Inc. Independence, OH Jan 2021 - Jan 2021 < 1
Next Financial Group, Inc. Houston, TX May 2011 - Jan 2021 9
Integrity Financial Services Chesterland, OH Oct 2001 - Jan 2021 19
Ameriprise Financial Services, LLC Independence, OH Mar 2020 - Mar 2020 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Terence W. Hagedorn
Phone Number: 612-671-3131
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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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