Lisa
Nave

Ameriprise Financial Services, Inc

CRD#1995595
Investment Advisor
in Austin, TX
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About this Advisor

Lisa Nave is a certified financial planner who works in Austin, Texas. Currently a registered advisor with Ameriprise Financial Services, Inc, they have accumulated 13 years of experience in the financial advisory industry. Nave has a Series 63 license, which certifies them as a securities broker. Nave can operate in Texas. Nave has worked their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Austin, Texas, and operates out of 161 other offices throughout the country. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 accounts and employs more than 13,020 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Ameriprise Financial Services, Inc provides 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

8310-1 N Capital Of Texas Hwy Ste 360
Austin, TX 78731

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

TX Average: 157
Total Number of Accounts

1,393,263

TX Average: 8,262
Average Account Size

$178,230

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

Lisa Nave Work History

Lisa has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Lisa Nave has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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