Ashish PhansopkarCRD Number: 6297090
Current Firm: Ameriprise Financial Services, Inc.
Ashish Phansopkar (CRD# 6297090) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Waterloo, IA and has over 2 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Larry K Fox & Associates||Cedar Falls, IA||Jan 2016 - Current||< 1|
|Invest Financial Corporation||Moline, IL||Oct 2015 - Nov 2015||< 1|
|Deere Employee Credit Union||Moline, IL||Sep 2015 - Nov 2015||< 1|
|Lpl Financial||Cedar Falls, IA||May 2014 - Jun 2015||1|
|Capital One Financial Inc.||Mclean, VA||Nov 2012 - Feb 2014||1|
|Htm Hydraulics India Ltd||Ballwin, MO||Apr 2012 - Oct 2012||< 1|
|Liberty University||Ballwin, MO||Jan 2010 - Mar 2012||2|
|Expertating Solutions||New Haven, CT||Jul 2009 - Dec 2009||< 1|
|Capital One Services (capital One Financial Inc - Asia Hq.)||Bangalore,||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
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