Martin
Vanamen

Ameriprise Financial Services, Inc

CRD#1704657
Investment Advisor
in Draper, UT
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About this Advisor

Martin Vanamen is a financial advisor based in Draper, Utah, with 11 years of work experience. Vanamen works at Ameriprise Financial Services, Inc. Throughout their career, Vanamen has worked at Paulson Investment Company, Inc, Centaurus Financial Inc and Ameriprise Financial Services Inc. Vanamen holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Utah. Ameriprise Financial Services, Inc is a registered investment firm that has its headquarters in Draper, Utah. The firm has offices in 161 locations and a total of 13,020 employees. It oversees $244 billion in total assets among its 1,268,997 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Ameriprise Financial Services, Inc provides a diverse array 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 for financial advisory services usually are based on which services are offered. Fees charged by Ameriprise Financial Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 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

12339 S 800 E Ste 101
Draper, UT 84020

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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

Martin Vanamen Work History

Martin has 11 years of experience.

2018 - Present (1 year)

Ameriprise Financial Services Inc

2012 - 2018 (6 years)

Centaurus Financial Inc

2007 - 2012 (5 years)

Paulson Investment Company, Inc

Disclosures

Martin Vanamen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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