Rachel
Wilson

Ameriprise Financial Services, Inc

CRD#5902202
Investment Advisor
in West Des Moines, IA

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About this Advisor

Rachel Wilson is an advisor who lives in West Des Moines, Iowa. Currently a registered financial advisor at Ameriprise Financial Services, Inc, they have accrued 12 years of experience as an investment advisor. Wilson has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Wilson can operate based out of Iowa. Their career trajectory has included roles at Deere Employees Credit Union, Cuna Brokerage Services, Inc, Acs, LTD, Ing Financial Partners, Inc and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in West Des Moines, Iowa, and has 166 additional offices in the nation. In total, Ameriprise Financial Services, Inc oversees $248 billion in assets covering 1,393,263 accounts and employs more than 13,718 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 691,052 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

1045 76Th St Ste 2000
West Des Moines, IA 50266

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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

Rachel Wilson Work History

Rachel has 13 years of experience.

2013 - Present (7 years)

Ameriprise Financial Services, Inc

2012 - 2012 (< 1 year)

Acs, LTD

2012 - 2013 (1 year)

Ing Financial Partners, Inc

2011 - 2011 (< 1 year)

Cuna Brokerage Services, Inc

2007 - 2011 (4 years)

Deere Employees Credit Union

Disclosures

Rachel Wilson has no 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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