Mario Savoie
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
3 statesRegistered in
ChFC®Designation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameriprise Financial Services, LLCAug 2025 to now
- Thrivent FinancialJan 2023 to Aug 2025
- Thrivent Investment Management Inc.Dec 2022 to Aug 2025
- LPL Financial LLCMar 2021 to Dec 2022
- BMO Harris Financial AdvisorsNov 2020 to Mar 2021
- Fidelity InvestmentsApr 2019 to Nov 2020
- TD AmeritradeMar 2018 to Apr 2019
- First Midwest BankSep 2013 to Mar 2018
- LPL Financial LLCSep 2013 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (IL, NM, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5105575
- Firm CRD
- 6363