Richard
Havenridge

Ameriprise Financial Services, LLC

CRD#6015174
Investment Advisor
in Fremont, NE

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About this Advisor

Richard Havenridge is a financial advisor working out of Fremont, Nebraska, who has 34 years of experience as a financial advisor. Havenridge is on the advisory team at Ameriprise Financial Services, LLC. Havenridge has gained experience at Us Postal Services, Calton & Associates, Inc, Sii Investments and Ameriprise Financial Advisors Inc. Havenridge holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Nebraska. Ameriprise Financial Services, LLC is a company operating out of Fremont, Nebraska. The company has offices in 158 locations and a total of 13,556 people on staff. It has $313 billion in assets under management between its 1,488,886 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 1,698 charities and foundations. Of its 1,488,886 client accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a wide set of services, including 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. Financial management fee schedules vary depending on which service is provided. However, fee types charged by Ameriprise Financial Services, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

34 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

Richard Havenridge Work History

Richard has 34 years of experience.

2017 - Present (4 years)

Ameriprise Financial Advisors Inc

1986 - Present (35 years)

Us Postal Services

2013 - 2017 (4 years)

Sii Investments

2012 - 2013 (1 year)

Calton & Associates, Inc

Disclosures

Richard Havenridge 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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