Ellen
Golterman
Allspring Funds Management, LLC
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About this Advisor
Ellen Golterman is a financial advisor operating out of Boston, Massachusetts. Golterman works at Allspring Funds Management, LLC. During their career, the advisor has held roles at Charles Schwab & Co., Inc, Design Workshop, Signpost, Rmc Financial, Rejavanation Cafe, Colorado State University, Charles Schwab Bank, Fidelity Brokerage Services LLC, Allspring Funds Distributor, LLC and Allspring Funds Management, LLC. Golterman maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Massachusetts. Allspring Funds Management, LLC is a registered investment firm that has its headquarters in Charlotte, NC. The investment advisory business has offices in six locations and a total of 418 advisors. It manages $235 billion in total assets between its 7,030 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 27 charities and foundations. Of its 7,030 client accounts, just 8% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services offered. However, fees charged by Allspring Funds Management, LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allspring Funds Management, LLC Brokerage Details
$235,232,798,890
418
7,030
$33,461,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ellen Golterman Work History
Ellen has been registered as a financial advisor for 0 years.*
Allspring Funds Distributor, LLC
Allspring Funds Management, LLC
Fidelity Brokerage Services LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Design Workshop
Signpost
Rmc Financial
Rejavanation Cafe
Colorado State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ellen Golterman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allspring Funds Management, LLC
Larkspur, CA
Charlotte, NC
Charlotte, NC
Menomonee Falls, WI
New York, NY
Boston, MA
Boston, MA
Magnolia, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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