Ganna Wenzell
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
12 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
10 years in the industry.
- Ameriprise Financial Services, LLCOct 2024 to now
- UnemployedSep 2024 to Oct 2024
- Wells Fargo Clearing Services, LLCOct 2021 to Aug 2024
- Wells Fargo Bank, NASep 2021 to Aug 2024
- Fifth Third SecuritiesDec 2020 to Sep 2021
- Fifth Third BankJul 2020 to Sep 2021
- JP Morgan Chase BankOct 2017 to Jul 2020
- JP Morgan Securities LLCOct 2017 to Jul 2020
- UnemployedJul 2017 to Sep 2017
- Ford of EscondidoDec 2016 to Jun 2017
- Mossy Nissan OceansideOct 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 12 states (AL, AR, DE, MS, NC, NE, NV, OK, RI, TX, VA, WA).
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
- 6027655
- Firm CRD
- 6363