Alex
Wagner

Ameriprise Financial Services, Inc

CRD#5295586
Investment Advisor
in Austin, TX
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About this Advisor

Alex Wagner is a financial advisor based out of Austin, Texas, who has been in the industry for 11 years. Wagner is on the advisory team at Ameriprise Financial Services, Inc. They have been with Ameriprise Financial Services, Inc for their entire career. Wagner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Ameriprise Financial Services, Inc is a financial advisory company operating in Austin, Texas. The firm has offices in 161 locations and a total of 13,020 financial advisors. It administers $244 billion in assets between its 1,268,997 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs a diverse array 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 fees usually are based on which services are offered. Fee types billed by Ameriprise Financial Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

3108 N Lamar Blvd Ste 105
Austin, TX 78705

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

TX Average: 157
Total Number of Accounts

1,268,997

TX Average: 8,262
Average Account Size

$192,468

TX 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

Alex Wagner Work History

Alex has 11 years of experience.

2007 - Present (12 years)

Ameriprise Financial Services, Inc

Disclosures

Alex Wagner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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