Deanna
Wong

Ameriprise Financial Services, Inc

CRD#2836640
Investment Advisor
in Seattle, WA
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About this Advisor

Deanna Wong is a certified financial planner working out of Seattle, Washington, who has been in the financial industry for 13 years. Wong is on the advisory team at Ameriprise Financial Services, Inc. They have spent all of their employment at Ameriprise Financial Services, Inc. Wong holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Washington. Ameriprise Financial Services, Inc is an advisory company that has its headquarters in Seattle, Washington. The firm has offices in 161 locations and a total of 13,020 people on staff. It has $244 billion in total assets among its 1,268,997 accounts, making it one of the biggest investment 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% are held by high-net-worth individuals who have more than $1 million in investable assets. Ameriprise Financial Services, Inc performs a number 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types billed by Ameriprise Financial Services, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

101 Elliott Ave W Ste 510
Seattle, WA 98119

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

WA Average: 157
Total Number of Accounts

1,393,263

WA Average: 8,262
Average Account Size

$178,230

WA 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

Deanna Wong Work History

Deanna has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Deanna Wong has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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