Donald LaddCRD Number: 1156746
Current Firm: Ameriprise Financial Services, Inc.
Donald Ladd (CRD# 1156746) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Keene, NH and has over 33 years of experience in the finance industry.
Monadnock Capital Partners, LLC
Preferred Tax And Investment Advisors, Inc.
Northwestern Mutual Investment Services,llc
|American Express Financial Advisors Inc.||Bedford, NH||Jun 1983 - Current||33|
|Ids Life Insurance Co||Minneapolis, MN||Jun 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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