Rachel
Wilson

Ameriprise Financial Services, Inc

CRD#5902202
Investment Advisor
in Ames, IA
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About this Advisor

Rachel Wilson is a financial advisor operating out of Ames, Iowa, who has been in the financial industry for 11 years. Wilson is an advisor for Ameriprise Financial Services, Inc. Over the course of their career, they have held roles at Deere Employees Credit Union, Cuna Brokerage Services, Inc, Acs, LTD, Ing Financial Partners, Inc and Ameriprise Financial Services, Inc. Wilson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Ameriprise Financial Services, Inc is a registered investment firm that has its headquarters in Ames, Iowa. The investment advisory business has offices in 161 locations and a total of 13,020 advisors. It manages $244 billion in assets under management between its 1,268,997 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. Ameriprise Financial Services, Inc performs a number 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees billed by Ameriprise Financial Services, Inc likely include 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

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

Rachel Wilson Work History

Rachel has 11 years of experience.

2013 - Present (6 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.

This content was compiled from the SEC and FINRA.

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