Laurie Ortman, financial advisor Omaha NE
93 score

Laurie Ortman

CRD Number: 3183761
Current Firm: Ameriprise Financial Services, Inc.

Laurie Ortman (CRD# 3183761) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Omaha, NE and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Omaha, NE Nov 2015 - Current 1
Acceptance Mortgage Omaha, NE Jan 2005 - Current 11
Sigma Financial Corporation Ann Arbor, MI Jan 2009 - Nov 2015 6
Sigma Planning Corporation Ann Arbor, MI Jan 2009 - Nov 2015 6
Mac Services, LLC Hays, KS Sep 2003 - Jan 2009 5
Main Street Securities, LLC Hays, KS Aug 2003 - Jan 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Laurie J. Ortman
Phone Number: 612-671-3131
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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