Ameriprise Financial Services, LLC
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
Years of Experience
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Ameriprise Financial Services, LLC 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
Stacey Heikkila has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD
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.