Norielle
Gottschalk

Ameriprise Financial Services, Inc

CRD#5746178
Investment Advisor
in Sacramento, CA
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About this Advisor

Norielle Gottschalk is a certified financial planner who works in Sacramento, California, with a total of 10 years of experience as a financial advisor. Gottschalk is currently employed by Ameriprise Financial Services, Inc. Gottschalk has gained experience at Big Valley Federal Credit Union, Waddell And Reed, Inc, Cafe Vinoteca, Various Insurance Carriers For W & R Insurance Agencies and Ameriprise Financial Services, Inc. Gottschalk has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Ameriprise Financial Services, Inc is a registered investment firm based out of Sacramento, California. The investment advisory business has offices in 161 locations and a total of 13,020 financial advisors. It oversees $244 billion in assets under management between its 1,268,997 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a diverse assortment of services, including 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. A financial advisor's fee schedules vary depending on the type of financial services provided. However, fee types charged by Ameriprise Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

No

Office Location

2150 River Plaza Dr Ste 290
Sacramento, CA 95833-4132

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

CA Average: 157
Total Number of Accounts

1,393,263

CA Average: 8,262
Average Account Size

$178,230

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

Norielle Gottschalk Work History

Norielle has 10 years of experience.

2011 - 2011 (0 years)

Various Insurance Carriers For W & R Insurance Agencies

2011 - Present (8 years)

Ameriprise Financial Services, Inc

2010 - 2011 (1 years)

Waddell And Reed, Inc

2010 - 2011 (1 years)

Cafe Vinoteca

2008 - 2010 (2 years)

Big Valley Federal Credit Union

Disclosures

Norielle Gottschalk has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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