Renee Hanson
Renee Hanson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Phoenix, AZ, with 35 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
7010 E Chauncey Ln, Ste 200, Phoenix, AZ, 85054
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2019Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Renee owns commercial real estate, works as an independent insurance broker with Prudential, and owns Hanson Personal Services, a payroll processing company. She is also a member of a planned giving committee and is publishing a book and podcast, dedicating about 10-20% of her time to this endeavor.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
First Affiliated Securities, INC.Broker
Pfg Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Anchor National Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.