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Andrea Larason

21 Years of Experience
Columbus, OH
BrokerSells Insurance

Andrea Larason is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 21 years of industry experience. Andrea 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

8425 Pulsar Pl, Ste 420, Columbus, OH, 43240-2079

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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 ActivitiesSells Insurance

Andrea owns two duplexes as investment properties since 2014 and 2015. She also works as an independent insurance broker for GILICO and American Income Life, selling fixed annuities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2004 - Present · 21 yrs 9 mos
Ameriprise Financial Services, LLC
August 2004 - Present · 21 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2004 - Present · 21 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 2004 - July 2006 · 1 yr 11 mos
State Registrations12 states
CAFLGAKSMNMSNCNEOHSCVAWV
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.
Andrea Larason - Financial Advisor | TrueAdvisor