Lori LeaderCRD Number: 1844992
Current Firm: Ameriprise Financial Services, Inc.
Lori Leader (CRD# 1844992) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Yankton, SD and has over 29 years of experience in the finance industry.
Vsr Advisory Services
Ipi Wealth Management, Inc.
|American Express Financial Advisors Inc.||Sioux Falls, SD||Jun 1988 - Current||29|
|Ids Life Insurance Company||Sioux Falls, SD||Jun 1988 - Current||29|
|Ids Financial Sercices Inc.||Yankton, SD||Nov 1985 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
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