John Panetta, financial advisor Indianapolis IN

John Panetta

CRD Number: 5397003
Current Firm: Ameriprise Financial Services, LLC

John Panetta (CRD# 5397003) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ameriprise Financial Services, LLC Indianapolis, IN Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Fishers, IN Aug 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for John B. Panetta
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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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