Lisa
Brooks

Ameriprise Financial Services, Inc

CRD#4290124
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Lisa Brooks is a certified financial planner working out of Pittsburgh, Pennsylvania, who has been in the financial industry for 18 years. Brooks works at Ameriprise Financial Services, Inc. They have spent their whole career at Ameriprise Financial Services, Inc. Brooks maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania and Texas. Ameriprise Financial Services, Inc is a financial advisory company that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in 161 locations and a total of 13,020 advisors. It has $244 billion in assets under management across its 1,268,997 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. Ameriprise Financial Services, Inc performs a diverse range 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 advisory fees depend on which services the firm provides the client. However, fees charged by Ameriprise Financial Services, Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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

Yes

Office Location

8150 Perry Hwy Ste 212
Pittsburgh, PA 15237-5232

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

PA Average: 157
Total Number of Accounts

1,393,263

PA Average: 8,262
Average Account Size

$178,230

PA 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

Lisa Brooks Work History

Lisa has 18 years of experience.

2000 - Present (19 years)

Ameriprise Financial Services, Inc

Disclosures

Lisa Brooks has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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