Donna
Evison

Ameriprise Financial Services, LLC

CRD#2873423
Investment Advisor
in Missoula, MT

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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

Series 63, Series 65

Years of Experience

23 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

6070 Industrial Rd Ste A
Missoula, MT 59808

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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

Donna Evison Work History

Donna has 23 years of experience.

1997 - Present (24 years)

Ameriprise Financial Services, Inc

Disclosures

Donna Evison has 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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