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Business Profile

Financial Planning Consultants

Duerr & Associates, ADVY, Ameriprise Financial Services, LLC
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BBB Accredited BusinessA+Rated by BBB
Visit Website(502) 890-6066Email BusinessWrite a Review

About

Overview

Duerr & Associates, ADVY, Ameriprise Financial Services, LLC

9960 Corporate Campus Dr

Five Corporate Center Ste 3500

Louisville, KY 40223-4085

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BBB Accreditation & Rating

Duerr & Associates, ADVY, Ameriprise Financial Services, LLC is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Duerr & Associates, ADVY, Ameriprise Financial Services, LLC provide financial, retirement and wealth planning services as a private wealth advisory practice of Ameriprise Financial Services, LLC. John T. Duerr is a CFT advisor.

BBB Accredited Since: 9/11/2007

Years in Business: 50

Products and Services

Financial Planning, Investment Advice, Retirement Planning, Wealth Management

Business Details

Local BBB:
BBB serving Greater Kentucky and South Central Indiana
BBB File Opened:
9/11/2007
Business Started:
1/1/1976
Business Started Locally:
1/1/1976
Business Incorporated:
7/9/1981
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Ameriprise Financial Services, LLC
Business Management:
Mr. John T. Duerr, Franchise Owner
Mrs. Ann Duerr, Manager of Client Services

Additional Contact Information

Principal Contacts
Mr. John T. Duerr, Franchise Owner
Customer Contacts
Mr. John T. Duerr, Franchise Owner
Fax numbers
Other Fax: (502) 907-0040
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 807822 for this business, issued by FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

1735 K STREET

Washington DC 20006

301-5906500Website

Additional Information

Business Categories
Financial Planning Consultants, Financial Services, Retirement Planning Services, Financial Consultants, Wealth Management

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