Dylana
Hopler

Ameriprise Financial Services, Inc

CRD#4554675
Investment Advisor
in Orlando, FL
Are you Dylana Hopler? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dylana Hopler is an investment advisor whose office is in Orlando, Florida. Currently a registered financial advisor at Ameriprise Financial Services, Inc, they have gathered 13 years of professional experience as an investment advisor. Hopler maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Hopler is able to serve clients based out of Florida and Texas. Hopler has spent their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Orlando, Florida, and operates out of 161 additional locations across the country. In total, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and retains more than 13,020 people. The amount of assets the firm manages places it among the biggest 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 firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Ameriprise Financial Services, Inc provides 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

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

300 S Orange Ave Ste 750
Orlando, FL 32801-3347

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

FL Average: 157
Total Number of Accounts

1,268,997

FL Average: 8,262
Average Account Size

$192,468

FL Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Dylana Hopler Work History

Dylana has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Dylana Hopler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started