John
Lewis

Ameriprise Financial Services, LLC

CRD#4820416
Investment Advisor
in Roseville, CA

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About this Advisor

John Lewis is an investment advisor who lives in Roseville, California. Lewis has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Lewis is registered to work with clients based out of California and Texas. Lewis has spent their career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is located in Roseville, California, and operates out of 158 additional locations across the nation. As an advisory firm, Ameriprise Financial Services, LLC manages $313 billion in assets throughout 1,488,886 client accounts and employs more than 13,556 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, LLC 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 66

Years of Experience

less than 1 year

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

No

Office Location

1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

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

13,556

CA Average: 157
Total Number of Accounts

1,488,886

CA Average: 8,262
Average Account Size

$210,414

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

Disclosures

John Lewis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

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