Nicholas
Stanley

Ameriprise Financial Services, Inc

CRD#5383115
Investment Advisor
in Ames, IA
Are you Nicholas Stanley? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Stanley is a financial advisor based out of Ames, Iowa, who has 11 years of experience as a financial advisor. Stanley currently works for Ameriprise Financial Services, Inc. Over the course of their career, they have held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Ameriprise Financial Services, Inc and Schnurr & Company, Llp. Stanley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Ameriprise Financial Services, Inc is a registered investment firm operating in Ames, Iowa. The company has offices in 161 locations and a total of 13,020 people on staff. It administers $244 billion in total assets between its 1,268,997 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The company has a broad range 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. Financial management fees usually depend on which services the firm provides the client. However, fee types billed by Ameriprise Financial Services, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

218 Se 16Th St. Ste. 101
Ames, IA 50010

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

$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

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

Nicholas Stanley Work History

Nicholas has 11 years of experience.

2012 - Present (7 years)

Ameriprise Financial Services, Inc

2012 - Present (7 years)

Schnurr & Company, Llp

2007 - 2012 (5 years)

Principal Life Insurance Company

2007 - 2012 (5 years)

Princor Financial Services Corporation

Disclosures

Nicholas Stanley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

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