Erik SwensonCRD Number: 5062123
Current Firm: Ameriprise Financial Services, LLC
Erik Swenson (CRD# 5062123) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minneapolis, MN and has over 15 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Sep 2013 - Current||8|
|Ameriprise Financial Services Inc.||Minneapolis, MN||Sep 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
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