TrueAdvisor
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SJ
CFP
SJ
CFP

Suzanne Johannsen

Ameriprise Financial Services, LLC
26 Years of Experience
Bend, OR
Broker
View SEC Summary
View SEC Summary

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 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

214 SE Vine Ln, Bend, OR, 97702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
February 2024 - Present · 2 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2000 - Present · 26 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2020 - February 2024 · 3 yrs 4 mos
Ids Life Insurance CompanyBroker
February 2000 - July 2006 · 6 yrs 5 mos
State Registrations21 states
AKAZCACOFLIDILINKSLAMIMTNMNVOHOKORTXUTWAWI
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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