Unclaimed
Eileen Renee Menacher is a financial professional with over 17 years of experience in the financial services industry. She has held positions at several firms, including Ameriprise Financial Services, LLC and Columbia Management Investment Distributors, Inc. Eileen is currently registered with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc. She is a Series 7, 9, 10, 24, and 63 licensed professional and has a broad range of experience in financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
05/03/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MA
11/15/2021 - 05/09/2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MN
06/04/2020 - 11/15/2021
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
06/18/2018 - 11/15/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
WI
04/11/2017 - 03/16/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
04/11/2017 - 03/16/2018
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
10/13/2010 - 03/16/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
10/13/2010 - 03/16/2018
SII INVESTMENTS, INC. (APPLETON WI)
WI
03/13/2006 - 10/14/2010
AMERIPRISE FINANCIAL SERVICES, INC. (OSHKOSH WI)
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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