Casey
Norton

Ameriprise Financial Services, Inc

CRD#4544801
Investment Advisor
in Portland, OR
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About this Advisor

Casey Norton is a certified financial planner located in Portland, Oregon. Currently a registered financial advisor with Ameriprise Financial Services, Inc, Norton has 12 years of practice as a registered investment advisor. Norton maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Norton is registered to work with customers in Texas. During their career, the advisor has held roles at Citigroup Global Markets Inc, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Ameriprise Financial Services Inc. Ameriprise Financial Services, Inc is based out of Portland, Oregon, and operates out of 161 other locations throughout the country. In total, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 client accounts and employs more than 13,020 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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

12 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

5550 Sw Macadam Ave Ste 102
Portland, OR 97239-3772

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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

Casey Norton Work History

Casey has 12 years of experience.

2015 - Present (4 years)

Ameriprise Financial Services Inc

2009 - 2009 (0 years)

Wachovia Securities, LLC

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

Casey Norton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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