Aaron Fritz, financial advisor Marshall MN

Aaron Fritz

CRD Number: 5557155
Current Firm: Ameriprise Financial Services, LLC

Aaron Fritz (CRD# 5557155) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshall, MN and has over 15 years of experience in the finance industry. Aaron Fritz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Marshall, MN Nov 2022 - Current 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Nov 2022 4
Fidelity Brokerage Services LLC Oakdale, MN Apr 2014 - Nov 2022 8
Ameriprise Financial Inc. Minneapolis, MN Aug 2008 - Apr 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Aaron J. Fritz
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • MN
  • TX
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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