CW
CW

Christina Wetmore

25 Years of Experience
Owatonna, MN
Broker

Christina Wetmore is a registered investment advisor at Ameriprise Financial Services, LLC, based in Owatonna, MN, with 25 years of industry experience. Christina 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

1850 Austin Rd, Ste 104, Owatonna, MN, 55060-4497

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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

Christina has several outside business activities. She is a board member for Wetmore, spends about 10-20% of her time on business ownership, and is the past president of Wetmore.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2016 - Present · 9 yrs 6 mos
Ameriprise Financial Services, LLC
November 2016 - Present · 9 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
December 2006 - November 2016 · 9 yrs 11 mos
RBC Capital Markets, LLCBroker
December 2006 - November 2016 · 9 yrs 11 mos
RBC Dain Rauscher INC.Broker
April 2006 - November 2006 · 7 mos
RBC Dain Rauscher INC.
April 2006 - November 2006 · 7 mos
Wells Fargo Investments, LLC
November 2002 - October 2005 · 2 yrs 11 mos
Wells Fargo Investments, LLCBroker
December 2000 - October 2005 · 4 yrs 10 mos
Wells Fargo Brokerage Services, L.L.C.Broker
November 2000 - December 2000 · 1 mo
Wells Fargo Securities INC.Broker
June 2000 - May 2001 · 11 mos
State Registrations17 states
AZCACOFLIAILMIMNNCNENJNYORSDTXWIWY
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.
Christina Wetmore - Financial Advisor | TrueAdvisor