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Ganna Wenzell

11 Years of Experience
Charlotte, NC
Broker

Ganna Wenzell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charlotte, NC, with 11 years of industry experience. Ganna 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

300 S Tryon St, Charlotte, NC, 28202

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLCBroker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
November 2021 - August 2024 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
November 2021 - August 2024 · 2 yrs 9 mos
Fifth Third Securities, INC.
February 2021 - September 2021 · 7 mos
Fifth Third Securities, INC.Broker
December 2020 - September 2021 · 9 mos
J.P. Morgan Securities LLCBroker
October 2017 - July 2020 · 2 yrs 9 mos
LPL Financial LLCBroker
October 2014 - October 2016 · 2 yrs
Sagepoint Financial, INC.Broker
March 2012 - August 2013 · 1 yr 5 mos
State Registrations51 states
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Exams
No exam information available for this advisor.