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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ireen? Claim Your ProfileIreen Sommer is a financial advisor with Ameriprise Financial Services, LLC. Ireen is licensed to provide investment advice in 16 states, including Minnesota and Texas. Ireen has been working in the financial industry since December 2008. Ireen has experience with a variety of firms including Wells Fargo Clearing Services, LLC, Edward Jones, and Raymond James Financial Services, Inc. Ireen provides portfolio management for individuals and businesses, financial planning, and pension consulting. Ireen is a member of the Membership and Year End Awards Committee at Sommer.
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
02/04/2022 - Present
Ameriprise Financial Services, LLC (Wayzata MN)
MN
08/12/2016 - 02/22/2022
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
MN
01/04/2010 - 08/15/2016
EDWARD JONES (ALBERTVILLE MN)
MN
05/18/2009 - 12/17/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELK RIVER MN)
MN
12/05/2008 - 05/22/2009
WADDELL & REED, INC. (PLYMOUTH MN)
BOTH
Issued 04/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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