Brian Werkmeister (CRD# 7615014) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Itasca, IL and has 1 year of experience in the finance industry.
CRD# 4224702
Hightower Advisors, LLC
CRD# 5356258
William Blair & Company LLC
CRD# 5910059
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Itasca, IL | Mar 2023 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Aug 2022 - Mar 2023 | < 1 |
| Equitable Advisors, LLC | Oak Brook, IL | Jun 2022 - Aug 2022 | < 1 |
| Depaul University | Chicago, IL | Sep 2020 - Jun 2022 | 1 |
| Moraine Valley Community College | Palos Hills, IL | May 2018 - Sep 2020 | 2 |
| Carl Sandburg Hs | Orland Park, IL | Aug 2014 - May 2018 | 3 |
| Jerling Junior Hs | Orland Park, IL | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- IL
-
Total Assets Under Management479,794MILLIONS
-
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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