Samantha
Magnuson

Columbia Management Investment Advisers, LLC

CRD#5047232
Investment Advisor
in Minneapolis, MN

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About this Advisor

Samantha Magnuson is a financial advisor operating out of Minneapolis, Minnesota with a total of 3 years of industry experience. Magnuson works at Columbia Management Investment Advisers, LLC. During their career, Magnuson has held roles at Ameriprise Financial Services, Inc and Columbia Management Investment Distributors. Magnuson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Columbia Management Investment Advisers, LLC is an advisory firm that has its headquarters in Boston, MA. It has offices in eight locations and a total of 1,010 advisors. It administers $388 billion in total assets between its 5,163 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 59 charitable organizations. Of its 5,163 client accounts, just 9% are held by high-net-worth clients who have greater than $1 million in investable assets. Columbia Management Investment Advisers, LLC provides a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically depend on the type of services. Fee types charged by Columbia Management Investment Advisers, LLC can include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

707 2Nd Ave S.
Minneapolis, MN 55402

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

MN Average: $16,012,751,954
Total Number of Employees

1,010

MN Average: 118
Total Number of Accounts

5,163

MN Average: 4,567
Average Account Size

$75,225,390

MN Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Samantha Magnuson Work History

Samantha has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Columbia Management Investment Distributors

2010 - 2019 (9 years)

Ameriprise Financial Services, Inc

*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 Samantha Magnuson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Columbia Management Investment Advisers, LLC

Michael Matarazzo
Boston, MA
Corey Millhouse
Boston, MA
Matthew Belniak
Boston, MA
Shane Calhoun
Boston, MA
Christopher Finch
Boston, MA
Peter L'Italien
Boston, MA
Madeline Hart
Boston, MA
Mason Horrigan
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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