Aiki
Altmets

Ameriprise Financial Services, Inc

CRD#5791609
Investment Advisor
in Atlanta, GA
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About this Advisor

Aiki Altmets is a certified financial planner who works in Atlanta, Georgia, with 10 years of work experience. Altmets is an employee of Ameriprise Financial Services, Inc. The advisor has gained experience at Ameriprise Financial Services, Inc, Guy Viti Insurance Agency, Georgia State University and Homrich Berg. Altmets has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia, Texas and New Jersey. Ameriprise Financial Services, Inc is a registered investment firm headquartered in Atlanta, Georgia. The company has offices in 161 locations and a total of 13,020 employees. It manages $244 billion in assets under management across its 1,268,997 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. Ameriprise Financial Services, Inc has a wide assortment of services, including 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. Fees charged by financial advisors usually depend on the financial services offered. However, fees 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

10 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 Galleria Pkwy Se Ste 1020
Atlanta, GA 30339-5950

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

GA Average: 157
Total Number of Accounts

1,393,263

GA Average: 8,262
Average Account Size

$178,230

GA 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

Aiki Altmets Work History

Aiki has 10 years of experience.

2015 - Present (4 years)

Ameriprise Financial Services, Inc

2015 - 2015 (< 1 year)

Homrich Berg

2011 - 2015 (4 years)

Ameriprise Financial Services, Inc

2010 - 2010 (< 1 year)

Ameriprise Financial Services, Inc

2010 - 2012 (2 years)

Georgia State University

2008 - 2010 (2 years)

Guy Viti Insurance Agency

Disclosures

Aiki Altmets has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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