David
Feuerhelm

Ameriprise Financial Services, Inc

CRD#2338017
Investment Advisor
in Woodland Hills, CA
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About this Advisor

David Feuerhelm is an investment advisor whose office is in Woodland Hills, California. Currently a registered advisor at Ameriprise Financial Services, Inc, Feuerhelm has 11 years of professional experience as a financial advisor. Feuerhelm holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Feuerhelm is able to advise customers in California and Texas. Over the course of their career, Feuerhelm has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Woodland Hills, California, and has 161 additional locations in the nation. As a registered investment advisory firm, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 client accounts and employs more than 13,020 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

5850 Canoga Ave Ste 120
Woodland Hills, CA 91367

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

CA Average: $5,289,111,388
Total Number of Employees

13,020

CA Average: 157
Total Number of Accounts

1,268,997

CA Average: 8,262
Average Account Size

$192,468

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

David Feuerhelm Work History

David has 11 years of experience.

2012 - Present (7 years)

Ameriprise Financial Services, Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2007 - 2012 (5 years)

Morgan Stanley & Co., Inc

Disclosures

David Feuerhelm has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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