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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Vogel is a financial advisor with Ameriprise Financial Services, LLC. Peter has been in the financial industry since 2010, and is registered to offer investment advice in 16 states. Peter also holds the Series 63 and 65 licenses as well as the Series 7 and SIE exams. Previously, Peter was registered with Riversource Distributors, Inc., and Ameriprise Financial Services, Inc. Peter is currently registered with Ameriprise Financial Services, LLC in Minnesota. The firm's main office is in Minneapolis, Minnesota. Peter's clients include individuals, high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Ameriprise Financial Services, LLC is a large financial services firm with over 10,000 licensed agents and approximately $500 billion in assets under management. The firm offers a wide range of financial services including financial planning, portfolio management, asset allocation services, pension consulting, educational seminars, and publication of periodicals.
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
06/17/2020 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
08/08/2012 - 06/02/2020
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/08/2010 - 08/08/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 06/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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