Janet Wasem Martinusen

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Visalia, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Visalia, CA

Other Businesses

Real Estate Ownership; short term rental condo unit; 444 Pier Ave, Unit 505, Oceano, CA, 93445; Not Investment-Related; 01/15/2024 / Commercial; 1104 West Center Avenue, , Visalia, CA, 93291; Not Investment-Related; 09/01/2021 / Multi-Family; 444 Pier Ave, Unit 608, Oceano, CA, 93445; Not Investment-Related; 10/01/2023 / Single Family; 6011 W Howard Ct, , Visalia, CA, 93277; Not Investment-Related; 10/15/2022. Board of Directors; Catholic Professionals & Business Club Tulare-Kings; President Emeritus; Secretary; 506 N Garden St, , Visalia, CA, 93291; Not Investment-Related; 06/17/2013; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; A2 Business; My duties include reviewing investment portfolios, retirement plans, financial goals, income, expenses, assets and liabilities and provide guidance and direction for clients. A2 Business is the entity from which I receive my compensation for this work.; Manage advisory business; 1310 S Main St , Suite 14, Ann Arbor, MI, 48104; Investment-Related; 03/01/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-22

Other Names

• Janet P Wasem
• Janet Patricia Wasem
• Janet Patricia Wasem Martinusen