Natalie Renee Mandernach
Investment adviser representative at Ameriprise Financial Services, LLC
30 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
30 years in the industry.
- Ameriprise Financial Services, IncMay 2019 to now
- Farner GroupJan 2019 to now
- Trevino Associates PcJan 2019 to Apr 2019
- UnemployedOct 2018 to Dec 2018
- Farner-bocken, A Division of Core-mark InternationalJul 2017 to Sep 2018
- Farner-bocken CompanyMar 1996 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7119100
- Firm CRD
- 6363