Stacey
Heikkila

Ameriprise Financial Services, LLC

CRD#3215092
Investment Advisor
in Conshohocken, PA

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About this Advisor

Stacey Heikkila is a financial advisor who works out of Conshohocken, Pennsylvania. Heikkila is an advisor for Ameriprise Financial Services, LLC. They have been an employee of Ameriprise Financial Services, Llc for their complete career. Heikkila has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Ameriprise Financial Services, LLC is a registered investment business headquartered in Conshohocken, Pennsylvania. The firm has offices in 158 locations and a total of 13,556 advisors. It manages $313 billion in assets among its 1,488,886 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,698 charitable organizations. Of its 1,488,886 accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business has a wide assortment 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. Fees charged by financial advisors depend on the financial services offered. Fees charged by Ameriprise Financial Services, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

less than 1 year

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

101 W Elm St Ste 610
Conshohocken, PA 19428-2075

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

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

13,556

PA Average: 157
Total Number of Accounts

1,488,886

PA Average: 8,262
Average Account Size

$210,414

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

Disclosures

Stacey Heikkila has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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