Julianne Wolfe, financial advisor New London NH

Julianne Wolfe

CRD Number: 4240527
Current Firm: Ameriprise Financial Services, LLC

Julianne Wolfe (CRD# 4240527) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, NH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Jacksonville, FL Sep 2005 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Julianne S. Wolfe
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • NH
  • VT
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
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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