Randy
Herr

Ameriprise Financial Services, Inc

CRD#1944377
Investment Advisor
in Sacramento, CA
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About this Advisor

Randy Herr is a certified financial planner whose office is in Sacramento, California. Currently a registered financial advisor with Ameriprise Financial Services, Inc, they have accumulated 13 years of practice in the financial advisory industry. Herr holds a Series 63 license, certifying them as a securities representative. Herr is able to advise investors in California, Texas and Iowa. Herr has worked their career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Sacramento, California, and operates out of 161 other offices across the United States. As an advisor firm, 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 makes it one of the biggest financial advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Ameriprise Financial Services, Inc offers 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, Certified Financial Planner

Years of Experience

13 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

2804 Gateway Oaks Dr Ste 190
Sacramento, CA 95833

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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

Randy Herr Work History

Randy has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Randy Herr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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