Ameriprise Financial Services, Inc

Investment Advisor
in Seattle, WA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

38 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



Office Location

1325 4Th Ave Ste 1530
Seattle, WA 98101

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management


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


WA Average: 157
Total Number of Accounts


WA Average: 8,262
Average Account Size


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

Donald Safstrom Work History

Donald has 38 years of experience.

2017 - Present (2 years)

Ameriprise Financial Advisors Inc

2017 - Present (2 years)

Financial Planners Northwest, Inc

2013 - 2017 (4 years)

Cambridge Investment Research Advisors Inc

2013 - 2017 (4 years)

Cambridge Investment Research Inc

1997 - 2013 (16 years)

H.D. Vest Investment Services

1980 - 2017 (37 years)

Safstrom & Company, P.S


Donald Safstrom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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