Elisabet
Forsman Knecht

Ameriprise Financial Services, Inc

CRD#6271375
Investment Advisor
in Draper, UT
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About this Advisor

Elisabet Forsman Knecht is a financial advisor working out of Draper, Utah, who has been in the industry for 12 years. Forsman Knecht currently works for Ameriprise Financial Services, Inc. The advisor has gained experience at Warchest Properties LLC, Aephoria LLC, Aspiro Adventure and Blekinge Tekniska Institut. Forsman Knecht maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Utah. Ameriprise Financial Services, Inc is a registered investment business headquartered in Draper, Utah. The company has offices in 161 locations and a total of 13,020 advisors. It administers $244 billion in total assets between its 1,268,997 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company offers 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 advisory fees largely depend on which services are provided. Fees charged by Ameriprise Financial Services, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

12012 S 700 E Ste 210
Draper, UT 84020-8257

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

UT Average: 157
Total Number of Accounts

1,393,263

UT Average: 8,262
Average Account Size

$178,230

UT 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

Elisabet Forsman Knecht Work History

Elisabet has 12 years of experience.

2011 - 2013 (2 years)

Aspiro Adventure

2009 - 2014 (5 years)

Aephoria LLC

2008 - 2009 (1 year)

Blekinge Tekniska Institut

2006 - 2014 (8 years)

Warchest Properties LLC

Disclosures

Elisabet Forsman Knecht has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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