Derrick Wells, financial advisor Mount Vernon IN

Derrick Wells

CRD Number: 3167662
Current Firm: Ameriprise Financial Services, LLC

Derrick Wells (CRD# 3167662) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Vernon, IN and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Mount Vernon, IN Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Newburgh, IN Jul 2015 - Current 8
Edward D. Jones & Company, LP South Fulton, TN Dec 1998 - Jun 2015 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Derrick T. Wells
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • IL
  • IN
  • KY
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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