Laurie OrtmanCRD 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 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Ameriprise Financial Services Inc.||Omaha, NE||Nov 2015 - Current||2|
|Acceptance Mortgage||Omaha, NE||Jan 2005 - Current||13|
|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|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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