Brittany
Ammerman
Private Client Services, LLC
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About this Advisor
Brittany Ammerman is a financial advisor operating in Louisville, Kentucky with 13 years of industry experience. Ammerman currently works for Private Client Services, LLC. They have spent the entirety of their career at Private Client Services, Llc. Ammerman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Kentucky. Private Client Services, LLC is a business operating out of Louisville, KY. The firm has offices in 21 locations and a total of 60 employees. It has $663 million in total assets across its 2,669 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 2,669 accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the services. Fee types billed by Private Client Services, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$663,057,627
60
2,669
$248,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Brittany Ammerman Work History
Brittany has been registered as a financial advisor for 13 years.*
Private Client Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brittany Ammerman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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