Svetlana Vasilenko
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- Northwestern Mutual Investment Services LLCDec 2025 to Apr 2026
- Northwestern Mutual Life Insurance CompanyNov 2025 to Apr 2026
- UnemployedApr 2024 to Nov 2025
- Fidelity Personal and Workplace AdvisorsAug 2022 to Apr 2024
- Fidelity Brokerage Services LLCMar 2021 to Apr 2024
- Fidelity InvestmentsMar 2021 to Apr 2024
- UnemployedNov 2016 to Mar 2021
- Charles SchwabNov 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6286016
- Firm CRD
- 6363