Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Martens is a financial advisor with over 10 years of experience in the industry. Lynn is currently registered with Ameriprise Financial Services, LLC and has been with Ameriprise since 2020. Prior to that, Lynn was with Riversource Distributors, Inc. and Ameriprise Financial Services, Inc. Lynn is licensed to sell securities in Minnesota and Wisconsin. Lynn holds Series 63, 66, 7 and SIE licenses. Lynn specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and charitable organizations. Lynn also provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
02/07/2020 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/04/2016 - 02/06/2020
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/03/2014 - 01/19/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
12/17/2009 - 03/26/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/10/2009 - 12/17/2009
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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