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Hannah Trosen is a financial advisor registered with Ameriprise Financial Services, LLC. Hannah has been in the industry since 2021 and is currently licensed in Minnesota. Prior to joining Ameriprise Financial Services, LLC, Hannah worked with Ameritas Investment Company, LLC in St. Louis Park, MN. Hannah holds a Series 7, Series 63, and Series 65 license. Hannah has several specializations, including investment advisory services, financial planning, and pension consulting. Hannah has a strong focus on working with high-net-worth individuals, as well as insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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2
MN
01/17/2023 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
05/29/2021 - 01/24/2023
AMERITAS INVESTMENT COMPANY, LLC (ST. LOUIS PARK MN)
IA
Issued 10/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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