Jeffrey
Larson

Ameriprise Financial Services, LLC

CRD#5918451
Investment Advisor
in Missoula, MT

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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

Series 66

Years of Experience

14 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

Jeffrey Larson Work History

Jeffrey has 14 years of experience.

2011 - Present (10 years)

Ameriprise Financial Services, Inc

2010 - 2010 (< 1 year)

Ameriprise Financial Svc Inc

2006 - 2011 (5 years)

University Of Montana

Disclosures

Jeffrey Larson 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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