Todd
Gronewald

Ameriprise Financial Services, Inc

CRD#4557875
Investment Advisor
in Raleigh, NC
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About this Advisor

Todd Gronewald is a certified financial planner located in Raleigh, North Carolina. Currently a registered investment advisor with Ameriprise Financial Services, Inc, Gronewald has 13 years of practice in the financial advisory industry. Gronewald maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Gronewald is registered to operate in North Carolina and Texas. Gronewald has spent their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Raleigh, North Carolina, and operates out of 161 locations across the country. As a company, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and employs more than 13,020 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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

5420 Wade Park Blvd Ste 208
Raleigh, NC 27607

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

NC Average: 157
Total Number of Accounts

1,268,997

NC Average: 8,262
Average Account Size

$192,468

NC 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

Todd Gronewald Work History

Todd has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Todd Gronewald has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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