Anna Kotula, financial advisor Ojai CA

Anna Kotula

CRD Number: 6847841
Current Firm: Ameriprise Financial Services, LLC

Anna Kotula (CRD# 6847841) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ojai, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Ojai, CA Aug 2017 - Current 3
Ojai Art Center Theater Ojai, CA Jul 2014 - Current 6
Body Garage Inc Dba Ojai Valley Physical Therapy Ojai, CA Sep 2004 - Current 16
Ojai Valley Athletic Club Ojai, CA Sep 1999 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Anna M. Kotula
Phone Number: 612-671-3131
Registered State(s):
  • CA
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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