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Renee Hanson

Ameriprise Financial Services, LLC
35 Years of Experience
Phoenix, AZ
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Renee Hanson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Phoenix, AZ, with 35 years of industry experience. Renee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7010 E Chauncey Ln, Ste 200, Phoenix, AZ, 85054

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2019
Denied
Customer Dispute
April 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
October 2006 - Present · 20 yrs
Ameriprise Financial Services, LLCBroker
July 1997 - Present · 29 yrs 3 mos
Ameriprise Financial Services, LLC
July 1997 - Present · 29 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1997 - July 2006 · 9 yrs
First Affiliated Securities, INC.Broker
August 1989 - July 1990 · 11 mos
Pfg Securities, INC.Broker
February 1988 - August 1989 · 1 yr 6 mos
Integrated Resources Equity CorporationBroker
December 1987 - February 1988 · 2 mos
Financial Planners Equity CorporationBroker
November 1985 - December 1987 · 2 yrs 1 mo
Anchor National Financial Services, INC.Broker
September 1985 - November 1985 · 2 mos
Dean Witter Reynolds INC.Broker
January 1984 - August 1985 · 1 yr 7 mos
State Registrations36 states
ALAZCACOCTDCFLGAHIIAIDILINKSKYMIMNMOMTNCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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