Suzanne Johannsen
Suzanne Johannsen is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bend, OR, with 26 years of industry experience. Suzanne 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
214 SE Vine Ln, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Suzanne owns commercial real estate and is a member of Wye and Vine LLC, a rental property owner. She also serves on the City of Bend Planning Commission, reviewing development proposals, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ids Life Insurance CompanyBroker
State Registrations20 states
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