Diana Matherne
Diana Matherne is a registered investment advisor at Ameriprise Financial Services, LLC, based in New Orleans, LA, with 28 years of industry experience. Diana 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
1100 Poydras St, Ste 1000, New Orleans, LA, 70163-1000
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diana is the secretary for Strat Energy & Consulting since 1994 and Strat Ventures Inc. since 2004, dedicating minimal time to each. She is also a member of the finance committee for North Cross Methodist Church of Madisonville, spending minimal time reviewing and making recommendations for the church's finances.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Marquis Investments, L.L.C.Broker
Hibernia Investment Securities INC.Broker
State Registrations13 states
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