Erin
Ort

Ameriprise Financial Services, Inc

CRD#4569292
Investment Advisor
in Ames, IA
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About this Advisor

Erin Ort is an investment advisor whose office is in Ames, Iowa. Currently a registered financial advisor with Ameriprise Financial Services, Inc, they have accumulated 16 years of professional experience as a registered investment advisor. Ort maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Ort can operate in Iowa and Texas. Ort has worked their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Ames, Iowa, and has 161 other offices in the United States. As a registered investment advisory firm, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 client accounts and retains more than 13,020 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. 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 provide 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

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

Yes

Office Location

426 5Th St Ste 102
Ames, IA 50010-6104

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

IA Average: 157
Total Number of Accounts

1,393,263

IA Average: 8,262
Average Account Size

$178,230

IA 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

Erin Ort Work History

Erin has 16 years of experience.

2002 - Present (17 years)

Ameriprise Financial Services, Inc

Disclosures

Erin Ort has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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