Financial ADVSR advisor directory · SEC adviser records
Ameriprise Financial Services, LLC financial advisors in Wausau, WI
Every SEC-registered investment adviser representative at a Ameriprise Financial Services, LLC office in Wausau, A to Z.
The short answer
5 registered advisors work at Ameriprise Financial Services, LLC in Wausau, out of 11,734 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Ameriprise Financial Services, LLC advisors in Wausau, A to Z
Every Ameriprise Financial Services, LLC advisor →- Dan P. AugustineAlso a broker rep
- Kevin J. HermeningCertified Financial Planner · Also a broker rep
- Andrew E. JarvisAlso a broker rep
- James A. KoehlerCertified Financial Planner · Also a broker rep
- Joel P. PergolskiAlso a broker rep
Ameriprise Financial Services, LLC advisors in every city and state →Ameriprise Financial Services, LLC: assets, clients and custodians →Ameriprise news and advisor moves →Advisor Moves: who changed firms this week →
Ameriprise Financial Services, LLC advisors in other cities
Minneapolis, MN 445Edina, MN 154Houston, TX 130Columbus, OH 104Charlotte, NC 100Boca Raton, FL 98Las Vegas, NV 95New York, NY 93Honolulu, HI 88Troy, MI 87Scottsdale, AZ 69Indianapolis, IN 67Atlanta, GA 65Austin, TX 64Tampa, FL 63
Other firms in Wausau
All Wausau advisors →LPL Financial LLC 11Midwest Professional Planners, Ltd. 11Packerland Brokerage Services, Inc. 11Edward Jones 9Robert W. Baird & Co. Incorporated 8Buska Wealth Management, LLC 6Focus Financial 6Thrivent Investment Management Inc. 6Stifel, Nicolaus & Company, Incorporated 5Cambridge Investment Research Advisors, Inc. 4Equitable Advisors, LLC 4On Investment Management Co. 4
Questions
How many financial advisors does Ameriprise Financial Services, LLC have in Wausau?
5 investment adviser representatives are registered at Ameriprise Financial Services, LLC offices in Wausau, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 11,734 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Ameriprise Financial Services, LLC one of the largest advisor employers in Wausau?
Ameriprise Financial Services, LLC ranks number 9 in Wausau by registered advisors; LPL Financial LLC has the most, with 11.
How do I check a Ameriprise Financial Services, LLC advisor in Wausau?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ameriprise Financial Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.