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Colin Michael Sands

Advisor at Ameriprise — Mazama, WA

Updated today

Credentials

Series 66

Experience

23 years

Location

Mazama, WA

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Colin Sands is a Series 66-licensed financial advisor with Ameriprise, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Sands is involved in several business ventures including construction management and managing expenses for rental properties through various LLCs. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining algorithmic automation and research-driven strategies to provide personalized recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Mazama, WA

Mazama WA

Advisors at this office

1

Most active in

Texas · Washington

Work history

23 years of industry experience

Ameriprise

2020 - Present • 6 years

Mount Vernon, WA

Ameriprise Financial Services, Inc.

2001 - 2020 • 19 years

Mount Vernon, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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