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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Ameriprise Financial Services, Inc. 14 years, 7 months Sep 2005 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Howard Bellet

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Answers

Ask a financial questionAsk a question
I am to receive part of my ex husbands 401k?
Contact the plan administrator to verify whether or not the Qualified Domestic Relations Order (QDRO) was filed. That's one of the first steps. Typically a QDRO is not executed until the spouse whose plan it is retires, separates from service or has some other triggering event....  (more)
Answered May 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 12, 2020
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 4, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Ameriprise Financial Services, Inc.

    Last updated on March 25, 2020
      • $313.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1M
        Accounts
      • $210.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees