Ameriprise Financial Services, Inc
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About this Advisor
Donald Safstrom is a certified financial planner who works out of Seattle, Washington, who has been in the financial industry for 38 years. Safstrom works at Ameriprise Financial Services, Inc. Safstrom has gained experience at Cambridge Investment Research Advisors Inc, Safstrom & Company, P.S, H.D. Vest Investment Services, Cambridge Investment Research Inc, Ameriprise Financial Advisors Inc and Financial Planners Northwest, Inc. Safstrom has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Ameriprise Financial Services, Inc is an advisory business headquartered in Seattle, Washington. It has offices in 161 locations and a total of 13,020 employees. It handles $244 billion in total assets across its 1,268,997 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. The company provides 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. Fees charged by financial advisors largely vary depending on the type of financial services provided. However, fee types billed by Ameriprise Financial Services, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, Inc 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
Donald Safstrom Work History
Donald has 38 years of experience.
Ameriprise Financial Advisors Inc
Financial Planners Northwest, Inc
Cambridge Investment Research Advisors Inc
Cambridge Investment Research Inc
H.D. Vest Investment Services
Safstrom & Company, P.S
Donald Safstrom has no disclosures.
Please visit their SEC profile for more details.