Ameriprise Financial Services, LLC
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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
Years of Experience
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Ameriprise Financial Services, LLC Brokerage Details
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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
Lynne Anderson Work History
Lynne has 19 years of experience.
Ameriprise Financial Advisors Inc
Massachusetts Mutual Life Insurance Company
Metlife Securities Co
Lynne Anderson has no disclosures.
Please visit their SEC profile for more details.
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