Richard
Yoder

Ameriprise Financial Services, Inc

CRD#2247570
Investment Advisor
in West Des Moines, IA

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About this Advisor

Richard Yoder is an investment advisor who works in West Des Moines, Iowa. Currently a registered advisor at Ameriprise Financial Services, Inc, they have accumulated 13 years of professional experience in the financial advisory industry. Yoder has Series 63, Series 65 and Series 66 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Yoder is able to advise investors based out of Iowa. The advisor has gained experience at Cac, Ameriprise Financial Services, Inc and The Dana Company. Ameriprise Financial Services, Inc is headquartered in West Des Moines, Iowa, and has 161 additional locations across the nation. As a registered advisory firm, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have greater 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

Yes

Office Location

2600 Westown Pkwy Ste 210
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

Richard Yoder Work History

Richard has 13 years of experience.

2010 - Present (9 years)

Ameriprise Financial Services, Inc

2009 - 2010 (1 year)

The Dana Company

2005 - 2009 (4 years)

Cac

Disclosures

Richard Yoder has 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.

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