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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. 1 year, 2 months Jun 2018 - Present
Pence Wealth Management Corporation 5 years, 4 months Jan 2013 - May 2018
Lpl Financial, LLC 5 years, 4 months Jan 2013 - May 2018
Ameriprise Financial, Inc - Corporate 3 months Oct 2012 - Jan 2013
Ameriprise Financial, Inc - Tucker Watkins 3 years, 1 month Sep 2009 - Oct 2012
Ameriprise Financial Services, Inc. - Tucker Watkins 9 months Dec 2008 - Sep 2009
Ameriprise Financial Services, Inc. - Tucker Watkinsirvine, Ca 9 months Dec 2008 - Sep 2009
Are You
Katherine Ann Stellflue, CFP?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 3, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 6, 2019
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 May 16, 2019
    • $248.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $178.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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