Sue SwansonCRD Number: 7424727
Current Firm: Ameriprise Financial Services, LLC
Sue Swanson (CRD# 7424727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Cloud, MN and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Valmark Advisers, Inc.
|Ameriprise Financial Services LLC||St Cloud, MN||Aug 2021 - Current||< 1|
|Marco Technologies, LLC||St. Cloud, MN||Sep 2011 - Aug 2021||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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, WY
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