Erin
Ort

Ameriprise Financial Services, Inc

CRD#4569292
Investment Advisor
in Clear Lake, IA

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About this Advisor

Erin Ort is an investment advisor who is based in Clear Lake, Iowa. Currently a registered investment advisor at Ameriprise Financial Services, Inc, Ort has 17 years of practice in the financial advisory industry. Ort maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Ort is able to work with clients in Iowa. Ort has worked their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Clear Lake, Iowa, and operates out of 166 brick-and-mortar locations throughout the country. As a company, Ameriprise Financial Services, Inc manages $248 billion in assets dispersed across 1,393,263 accounts and employs more than 13,718 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 691,052 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, Inc offers 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

18 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

9 Plaza Dr Ste 6
Clear Lake, IA 50428

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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 18 years of experience.

2002 - Present (18 years)

Ameriprise Financial Services, Inc

Disclosures

Erin Ort has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

This content was compiled from the SEC and FINRA.

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