Todd
Holubec

Ameriprise Financial Services, Inc

CRD#4275542
Investment Advisor
in Austin, TX
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About this Advisor

Todd Holubec is a certified financial planner working out of Austin, Texas, who has 13 years of experience as a financial advisor. Holubec is on the advisory team at Ameriprise Financial Services, Inc. Over the course of their career, Holubec has held roles at Southwest Securities, Inc and Ameriprise Financial Services, Inc. Holubec maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Ameriprise Financial Services, Inc is a registered investment company that has its headquarters in Austin, Texas. It has offices in 161 locations and a total of 13,020 financial advisors. It has $244 billion in assets among its 1,268,997 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Ameriprise Financial Services, Inc performs a number 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 management fee schedules usually vary depending on the financial services provided. However, fee types charged by Ameriprise Financial Services, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

Yes

Office Location

9442 N Capital Of Texas Hwy Ste 800
Austin, TX 78759

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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

Todd Holubec Work History

Todd has 13 years of experience.

2011 - Present (8 years)

Ameriprise Financial Services, Inc

2005 - 2011 (6 years)

Southwest Securities, Inc

Disclosures

Todd Holubec has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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