Magdalena Werger
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 2024 to now
- Ameriprise Financial, LLCJun 2023 to Aug 2023
- GapMay 2021 to Sep 2021
- Carthage CollegeNov 2020 to May 2024
- Gap YearSep 2019 to May 2020
- Papa Murphy's InternationalJun 2019 to Aug 2020
- Starbucks CoffeeJul 2017 to Aug 2018
- Ebenezer Care CenterSep 2016 to Jun 2019
- StudentJun 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7769006
- Firm CRD
- 6363