Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. (CRD# 6363) is a financial advisory firm headquartered in Minneapolis, MN. They manage $178,060,338,187 in 1,085,445 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    178,060
    MILLION
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ameriprise Financial Services, Inc.
Showing 1 - 10 of 11,265 top financial advisors.
1
Jeremy D. Heller
CRD#: 4584287
531 Gordon Avenue, Narberth, PA 19072
103
Wealthminder
score

Jeremy Heller (CRD# 4584287) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Narberth, PA and has over 13 years of experience in the finance industry.

2
Roger M. Hodnefield
CRD#: 1571238
3425 S Washington St, Ste A, Grand Forks, ND 58201
103
Wealthminder
score
Roger Hodnefield (CRD# 1571238) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Grand Forks, ND and has over 29 years of experience in the finance industry.
3
Crawford "Mickey" Mc Gill
CRD#: 4495298
5151 San Felipe St, Ste 2100, Houston, TX 77056
103
Wealthminder
score

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant

 

Crawford Mc Gill (CRD# 4495298) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Houston, TX and has over 18 years of experience in the finance industry.

4
Michelle N. Pollak
CRD#: 4462071
25 Orinda Way, Suite 205, Orinda, CA 94563
103
Wealthminder
score
Michelle Pollak (CRD# 4462071) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.
5
Donald E. Ratté
CRD#: 2335156
111 Founders Plz, Ste 1503, East Hartford, CT 06108
103
Wealthminder
score

Donald Ratté (CRD# 2335156) is a Certified Financial Planner (CFP) / Financial Advisor working at Ameriprise Financial Services, Inc. in East Hartford, CT and has 30 years of experience in the Financial Planning and Investment industry.  Don's areas of focus are:

 

 

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies

Don was recognized as a Five Star Wealth Manager by Connecticut Magazine for years 2011,  2012,  2013,  2014, and  2015.

 

My Approach

 

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

6
Adam M. Whitesell
CRD#: 5134341
3600 Glenwood Ave, Ste 130, Raleigh, NC 27612
103
Wealthminder
score

Adam Whitesell (CRD# 5134341) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry.

 

We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.

7
Derek P. Dall Olmo
CRD#: 5138728
3337 S Airport Rd W, Ste 4, Traverse City, MI 49684
101
Wealthminder
score
Derek Dall Olmo (CRD# 5138728) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry. Derek Dall Olmo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
8
Mark S. Hopler
CRD#: 4564502
200 E Robinson St, Ste 1200, Orlando, FL 32801
101
Wealthminder
score
Mark Hopler (CRD# 4564502) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Orlando, FL and has over 13 years of experience in the finance industry. Mark Hopler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
9
Ronald A. Matsui
CRD#: 4377400
770 Menlo Avenue, Suite 200, Menlo Park, CA 94025
101
Wealthminder
score

Ronald Matsui (CRD# 4377400) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Menlo Park, CA and has over 15 years of experience in the finance industry. Ronald Matsui has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Bryan S. Perry
CRD#: 2494372
1042 Sutton Rd, Ste 2b, Adrian, MI 49221
101
Wealthminder
score

Bryan Perry (CRD# 2494372) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Adrian, MI and has over 22 years of experience in the finance industry.

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