Funds Used With Clients
Firm Client types
|Ameriprise Financial Services, Inc.||14 years, 7 months||Sep 2005 - Present|
Designations & Memberships
Financial Planning AssociationMembershipThe 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 PlannerDesignationA 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 CounselorDesignationThe 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
AnswersAsk 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
Licenses & Conducts
Ameriprise Financial Services, Inc.
$313.3BTotal Assets Under Management
N/ATotal Assets Under Advisement
$210.4KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees