Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Rodman Woelfle is a financial advisor with Ameriprise Financial Services, LLC. Lloyd is a Certified Financial Planner with over 45 years of experience in the financial services industry. Lloyd works with individual investors, families, and businesses. Lloyd is registered to provide investment advice in 24 states and the District of Columbia. Lloyd has been associated with Ameriprise Financial and its predecessors since 1976.
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
10/06/2006 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
01/03/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/18/1976 - 10/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/18/1976 - 06/27/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
10/18/1976 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Lloyd Woelfle is the right advisor for you? Invested Better is here to help.
