Heather Lee Fredrickson

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

• 04/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Rochester, MN

Other Businesses

Real Estate Ownership; Single Family; 41905 Hwy 57 Blvd, Wanamingo, MN 55983 - Farm Property we will n, , ** not provided **, N/A, 00000; 10/15/2011. Business Ownership; Other; Other; 40890 Hwy 57 BlvdZumbrota, MN 55992, , ** not provided **, N/A, 00000; 01/01/2003; 1 to 9 hours per month; / Co-owner; Real Estate; 40890 Hwy 57 Blvd, , Zumbrota, MN, 55992; Investment-Related; 09/23/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Outside Employment; Heather Fredrickson; Other; 614 East Avenue, , ** not provided **, N/A, 00000; 04/01/1999; 1 to 9 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-12

Other Names

• Heather Brown