Ameriprise Financial Services, LLC
About this Advisor
Jeffrey Larson is a financial advisor who works in Missoula, Montana. Currently a registered investment advisor at Ameriprise Financial Services, LLC, they have gathered 14 years of work experience in the financial advisory industry. Larson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Larson can operate in Montana and Texas. Their career trajectory has included roles at University Of Montana, Ameriprise Financial Svc Inc and Ameriprise Financial Services, Inc. Ameriprise Financial Services, LLC is headquartered in Missoula, Montana, and operates out of 158 additional offices in the country. Overall, Ameriprise Financial Services, LLC manages $313 billion in assets throughout 1,488,886 accounts and retains more than 13,556 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. 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 advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, LLC can offer 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's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ameriprise Financial Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Jeffrey Larson Work History
Jeffrey has 14 years of experience.
Ameriprise Financial Services, Inc
Ameriprise Financial Svc Inc
University Of Montana
Jeffrey Larson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD