Rita OwenCRD Number: 1312505
Current Firm: Ameriprise Financial Services, Inc.
Rita Owen (CRD# 1312505) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Tiffin, OH and has over 25 years of experience in the finance industry.
Great Lakes Benefits And Wealth Management
Royal Alliance Associates, Inc.
Mml Investors Services, LLC
|American Express Financial Advisors Inc.||Toledo, OH||Nov 1984 - Current||33|
|Ids Life Insurance Company||Minneapolis, MN||Oct 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
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