Lynne
Anderson

Ameriprise Financial Services, LLC

CRD#2670791
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Lynne Anderson is a financial advisor working out of Pleasant Grove, Utah, with a total of 19 years of financial industry experience. Anderson works at Ameriprise Financial Services, LLC. During their career, Anderson has held roles at Metlife Securities Co, Ameriprise Financial Advisors Inc and Massachusetts Mutual Life Insurance Company. Anderson holds 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 and Utah. Ameriprise Financial Services, LLC is a financial advisory business that has its headquarters in Pleasant Grove, Utah. The firm has offices in 158 locations and a total of 13,556 financial advisors. It oversees $313 billion in total assets across its 1,488,886 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 1,698 charitable organizations. Of its 1,488,886 accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets. Ameriprise Financial Services, LLC 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 fee schedules depend on which service is offered. However, fees charged by Ameriprise Financial Services, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

1064 S North County Blvd Ste 100
Pleasant Grove, UT 84062

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

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

13,556

UT Average: 157
Total Number of Accounts

1,488,886

UT Average: 8,262
Average Account Size

$210,414

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

Lynne Anderson Work History

Lynne has 19 years of experience.

2017 - Present (3 years)

Ameriprise Financial Advisors Inc

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2001 - 2017 (16 years)

Metlife Securities Co

Disclosures

Lynne Anderson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

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