John
Holmgren

Ameriprise Financial Services, Inc

CRD#2818489
Investment Advisor
in Draper, UT

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About this Advisor

John Holmgren is a financial advisor working in Draper, Utah, who has 22 years in the industry. Holmgren works at Ameriprise Financial Services, Inc. They have spent their entire employment at Ameriprise Financial Services, Inc. Holmgren has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Nevada, Utah and Texas. Ameriprise Financial Services, Inc is a firm operating in Draper, Utah. The investment advisory business has offices in 161 locations and a total of 13,020 employees. It handles $244 billion in assets under management among its 1,268,997 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company offers a wide assortment of services, such as 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 usually depend on which services the firm provides the client. Fees charged by Ameriprise Financial Services, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 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

John Holmgren Work History

John has 22 years of experience.

1996 - Present (23 years)

Ameriprise Financial Services, Inc

Disclosures

John Holmgren has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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