Erika
Puzik

Ameriprise Financial Services, Inc

CRD#3114779
Investment Advisor
in Los Angeles, CA
Are you Erika Puzik? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Erika Puzik is a certified financial planner and chartered financial consultant in Los Angeles, California. Currently a registered advisor at Ameriprise Financial Services, Inc, they have gathered 20 years of practice as a registered advisor. Puzik has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Puzik is able to work with investors in California. Puzik has worked their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Los Angeles, California, and operates out of 161 other brick-and-mortar locations in the nation. Overall, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 accounts and retains more than 13,020 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Ameriprise Financial Services, Inc provides 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

20 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

6080 Center Dr Ste 730
Los Angeles, CA 90045-9205

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Erika Puzik Work History

Erika has 20 years of experience.

1998 - Present (21 years)

Ameriprise Financial Services, Inc

Disclosures

Erika Puzik has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started