Paul Parnell, financial advisor Woodbury MN

Paul Parnell

CRD Number: 2704387
Current Firm: Ameriprise Financial Services, LLC

Paul Parnell (CRD# 2704387) is a Private Wealth Advisor working at Ballast Advisors. in Woodbury, MN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ballast Advisors Woodbury, MN Feb 2017 - Current 3
Ids Life Insurance Company New Brighton, MN Jan 1996 - Current 25
American Express Financial Advisors Inc. New Brighton, MN Jan 1996 - Feb 2017 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S66 NASAA Uniform Combined State Law Examination Jul 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul L. Parnell
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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