Ameriprise Financial Services, LLC
About this Advisor
Donna Evison is an investment advisor in Missoula, Montana. Currently an investment advisor with Ameriprise Financial Services, LLC, Evison has a notable 23 years of practice in the financial advisory industry. Evison has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Evison is registered to advise investors based out of Montana and Texas. Evison has worked their career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is headquartered in Missoula, Montana, and has 158 other brick-and-mortar locations in the United States. In total, Ameriprise Financial Services, LLC manages $313 billion in assets covering 1,488,886 client accounts and employs more than 13,556 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, LLC can provide 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 may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, LLC Brokerage Details
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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
Donna Evison Work History
Donna has 23 years of experience.
Ameriprise Financial Services, Inc
Donna Evison has disclosures.
Please visit their SEC profile for more details.
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