RH
RH

Renee Hefner

17 Years of Experience
Canfield, OH
Broker

Renee Hefner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Canfield, OH, with 17 years of industry experience. Renee 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

6599 Seville Dr Ste 100, Canfield, OH, 44406

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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

Renee owns real estate and a consulting business. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
August 2015 - January 2021 · 5 yrs 5 mos
Ameriprise Financial Services, LLC.
August 2015 - January 2021 · 5 yrs 5 mos
J.P. Morgan Securities LLC
October 2012 - August 2015 · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2015 · 2 yrs 10 mos
Chase Investment Services CORP.
February 2012 - October 2012 · 8 mos
Chase Investment Services CORP.Broker
August 2008 - October 2012 · 4 yrs 2 mos
State Registrations4 states
FLNCOHPA
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.
Renee Hefner - Financial Advisor | TrueAdvisor