Andrew
Norris

Ameriprise Financial Services, Inc

CRD#5958468
Investment Advisor
in Portland, OR
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About this Advisor

Andrew Norris is a certified financial planner who works out of Portland, Oregon, with a total of 10 years of work experience. Norris works at Ameriprise Financial Services, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Little'S Market And Deli and University Of Oregon. Norris holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Ameriprise Financial Services, Inc is a registered investment company headquartered in Portland, Oregon. The firm has offices in 161 locations and a total of 13,020 employees. It administers $244 billion in assets under management among its 1,268,997 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 1,420 charities and foundations. Of its 1,268,997 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. Ameriprise Financial Services, Inc provides a number 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 fees largely depend on which services the firm provides the client. Fee types charged by Ameriprise Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

1000 Sw Broadway Ste 2200
Portland, OR 97205-3074

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

OR Average: 157
Total Number of Accounts

1,393,263

OR Average: 8,262
Average Account Size

$178,230

OR 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

Andrew Norris Work History

Andrew has 10 years of experience.

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

2011 - 2011 (< 1 year)

University Of Oregon

2009 - 2011 (2 years)

Little'S Market And Deli

2008 - 2009 (1 year)

University Of Oregon

Disclosures

Andrew Norris has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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