Unclaimed
Ted Richard Vickerman is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since July 20, 2013. Ted is registered with the state of Minnesota and holds the Series 6, Series 7, Series 63 and Series 66 licenses. Ted has experience working with individuals, high-net-worth individuals, trusts/estates, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Ted offers a variety of services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, asset allocation services, and publication of periodicals. Prior to joining Ameriprise Financial Services, LLC, Ted worked at Thrivent Investment Management Inc. and Northwestern Mutual Investment Services, LLC.
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
04/28/2023 - Present
Ameriprise Financial Services, LLC (Eden Prairie MN)
MN
02/06/2014 - 05/01/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Chanhassen MN)
WI
01/09/2004 - 07/26/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 03/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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