Susan
Elliott

Ameriprise Financial Services, Inc

CRD#4674343
Investment Advisor
in Denver, CO
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About this Advisor

Susan Elliott is a certified financial planner based in Denver, Colorado, who has 15 years in the industry. Elliott is currently employed by Ameriprise Financial Services, Inc. Throughout their career, Elliott has worked at Minnesota Life Ins Co, Securian Financial Services, Inc, Gcg Financial, Gcg Financial Planning Programs and Ameriprise Financial Services, Inc. Elliott maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Ameriprise Financial Services, Inc is an advisory company operating in Denver, Colorado. The company has offices in 161 locations and a total of 13,020 employees. It oversees $244 billion in assets between its 1,268,997 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a broad array of services, such as 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 fees largely vary depending on the type of financial services provided. Fee types billed by Ameriprise Financial Services, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

8181 E Tufts Ave Ste 520
Denver, CO 80237-2580

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

CO Average: 157
Total Number of Accounts

1,393,263

CO Average: 8,262
Average Account Size

$178,230

CO 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

Susan Elliott Work History

Susan has 15 years of experience.

2013 - Present (6 years)

Ameriprise Financial Services, Inc

2004 - 2013 (9 years)

Gcg Financial Planning Programs

2003 - 2013 (10 years)

Minnesota Life Ins Co

2003 - 2013 (10 years)

Securian Financial Services, Inc

2003 - 2013 (10 years)

Gcg Financial

Disclosures

Susan Elliott has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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