Rosa Landin
Rosa Landin is a registered investment advisor at Ameriprise Financial Services, LLC, based in El Paso, TX, with 7 years of industry experience. Rosa 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
444 Executive Center Blvd Ste 222, El Paso, TX, 79902
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Rosa has business ownership interests and outside employment with Mountain Star Financial LLC since 2019 and 2023 respectively, dedicating about 10-20% of her time to each. She also volunteers as the Texas A&M Hispanic Network Regional Chair, spending minimal time per month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
J.P. Morgan Securities of Texas, INC.Broker
Chase Investment Services CORP.Broker
State Registrations2 states
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