Amy Wiitala
Amy Wiitala is a registered investment advisor at Ameriprise Financial Services, LLC, based in Louisville, KY, with 29 years of industry experience. Amy 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
13151 Magisterial Dr Ste 101-A, Louisville, KY, 40223
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2010Other Business Activities
Amy owns a business, works for Rainmaker Corporation, and is a Mary Kay consultant for personal use. She also volunteers with her parish and serves on the Disciplinary & Ethics Committee for the CFP Board, dedicating about 10-20% of her time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Banc One Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
State Registrations21 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.