David
Vanderploeg

Ameriprise Financial Services, Inc

CRD#4069910
Investment Advisor
in Portland, OR
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About this Advisor

David Vanderploeg is a certified financial planner operating in Portland, Oregon, who has been in the industry for 13 years. Vanderploeg is an employee of Ameriprise Financial Services, Inc. They have spent the entirety of their time as a financial advisor at Ameriprise Financial Services, Inc. Vanderploeg maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Texas and Washington. Ameriprise Financial Services, Inc is a company based in Portland, Oregon. The company has offices in 161 locations and a total of 13,020 people on staff. It oversees $244 billion in assets under management between its 1,268,997 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 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 available to invest. The company 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. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees charged by Ameriprise Financial Services, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

825 Ne Multnomah St Ste 925
Portland, OR 97232

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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

David Vanderploeg Work History

David has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

David Vanderploeg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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