Ameriprise Financial Services, Inc
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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
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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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
Casey Norton Work History
Casey has 12 years of experience.
Ameriprise Financial Services Inc
Wachovia Securities, LLC
Wells Fargo Advisors LLC
Citigroup Global Markets Inc
Casey Norton has no disclosures.
Please visit their SEC profile for more details.