Diane WimmerCRD Number: 1999647
Current Firm: Ameriprise Financial Services, Inc.
Diane Wimmer (CRD# 1999647) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Winston Salem, NC and has over 28 years of experience in the finance industry.
Tarheel Advisors, LLC
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Ameriprise Financial Services, Inc.||Winston Salem, NC||Sep 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S65||NASAA Investment Advisors Law Examination||Jan 1990|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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