Joyce
Rodick

Ameriprise Financial Services, LLC

CRD#4762407
Investment Advisor
in Fremont, NE

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About this Advisor

Joyce Rodick is an investment advisor whose office is in Fremont, Nebraska. Currently a registered advisor at Ameriprise Financial Services, LLC, Rodick has 15 years of practice as an investment advisor. Rodick maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Rodick can serve investors in Nebraska. During their career, Rodick has held roles at Investment Mgmt Group, Sii Investments and Ameriprise Financial Advisors Inc. Ameriprise Financial Services, LLC is headquartered in Fremont, Nebraska, and operates out of 158 additional locations throughout the country. In aggregate, Ameriprise Financial Services, LLC oversees $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 makes it one of the biggest financial advisory firms in the nation. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, LLC provides 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 66

Years of Experience

15 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

1350 N Bell St
Fremont, NE 68025

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

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

13,556

NE Average: 157
Total Number of Accounts

1,488,886

NE Average: 8,262
Average Account Size

$210,414

NE 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

Joyce Rodick Work History

Joyce has 15 years of experience.

2017 - Present (4 years)

Ameriprise Financial Advisors Inc

2009 - 2017 (8 years)

Sii Investments

2005 - 2017 (12 years)

Investment Mgmt Group

Disclosures

Joyce Rodick 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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