Bradley
Nordberg

Ameriprise Financial Services, LLC

CRD#4469836
Investment Advisor
in Missoula, MT

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About this Advisor

Bradley Nordberg is a financial advisor who works in Missoula, Montana, who has been in the financial industry for 19 years. Nordberg is currently employed by Ameriprise Financial Services, LLC. They have spent their whole career at Ameriprise Financial Services, Llc. Nordberg has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Montana and Texas. Ameriprise Financial Services, LLC is a company based out of Missoula, Montana. It has offices in 158 locations and a total of 13,556 financial advisors. It oversees $313 billion in assets among its 1,488,886 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 1,698 charitable organizations. Of its 1,488,886 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets. The business has 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. Financial advisory fees typically depend on which services the firm provides the client. However, fee types charged by Ameriprise Financial Services, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

19 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

2615 Connery Way
Missoula, MT 59808-6536

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

MT Average: $5,289,111,388
Total Number of Employees

13,556

MT Average: 157
Total Number of Accounts

1,488,886

MT Average: 8,262
Average Account Size

$210,414

MT 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

Bradley Nordberg Work History

Bradley has 19 years of experience.

2001 - Present (20 years)

Ameriprise Financial Services, Inc

Disclosures

Bradley Nordberg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

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