Mark
Hopler

Ameriprise Financial Services, Inc

CRD#4564502
Investment Advisor
in Orlando, FL
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About this Advisor

Mark Hopler is a certified financial planner based in Orlando, Florida. Currently a registered advisor at Ameriprise Financial Services, Inc, Hopler has 16 years of professional experience. Hopler holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Hopler can serve clients in Florida and Texas. Hopler has spent their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Orlando, Florida, and operates out of 161 other offices throughout the country. In aggregate, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Ameriprise Financial Services, Inc can offer 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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

200 E Robinson St Ste 1200
Orlando, FL 32801

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

FL Average: 157
Total Number of Accounts

1,393,263

FL Average: 8,262
Average Account Size

$178,230

FL 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

Mark Hopler Work History

Mark has 16 years of experience.

2002 - Present (17 years)

Ameriprise Financial Services, Inc

Disclosures

Mark Hopler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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