Andrew Norman
Andrew Norman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bellevue, WA, with 23 years of industry experience. Andrew 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
11201 SE 8th St Ste 115, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Andrew is an independent insurance broker since 2018 and sells disability income, Voya Financial Life & Annuity, and AIG PG products. He also has business ownership in consulting and serves as an advisory board member, each taking minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations32 states
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.