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Norma Durfee

Advisor at Ameriprise — Yuba City, CA Richland Road

Updated today

Credentials

Series 66

Experience

12 years

Location

Yuba City, CA 95991-6276

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Norma Durfee is a financial advisor at Ameriprise in Yuba City, CA, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at Edward Jones and Wells Fargo in various advisory and banking capacities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Yuba City, CA Richland Road

844 Richland Road, Suite A

Yuba City CA 95991-6276

Advisors at this office

1

Most active in

California · Texas

Work history

12 years of industry experience

Ameriprise

2025 - Present • 1 year

Yuba City, CA

Edward Jones

2019 - 2025 • 6 years

St.Louis, MO

Wells Fargo Clearing

2016 - 2019 • 3 years

Yuba City, CA

Wells Fargo Advisors, LLc

2014 - 2016 • 2 years

Yuba City, CA

Wells FArgo Bank NA

2002 - 2019 • 17 years

Yuba City, CA

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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Michael M

Series 65

Browns Valley, CA

Mills Financial Group

Michael Mills is the principal of Mills Financial Group, an independent advisory firm based in Browns Valley, CA. He holds a Series 65 designation and has four years of industry experience, including roles at Jackson Hewitt and healthcare organizations prior to founding his firm. Mills Financial Group offers accounting, tax preparation, financial management, and investment advising services. The firm serves individuals, charitable organizations, and small businesses, providing investment advisory and financial planning with a primarily passive, low-cost investment approach. It also offers in-house accounting and seasonal tax services, educational seminars, and a recurring newsletter, delivering a combination of investment management and business consulting tailored to client-specific goals.

Passive / index investing Business ownership considerations Founder/Business Owner
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Darel B

CFA®, Series 63

Yuba City, CA

Baer Investment Advisory LLC

Darel Baer is a CFA® charterholder with 32 years of industry experience. He is the principal of Baer Investment Advisory LLC in Yuba City, CA, where he has worked since 2007. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm employs a blend of fundamental, technical, cyclical, and quantitative analysis, utilizing both long- and short-term trading strategies along with options and margin, and manages approximately $126.7 million in discretionary assets.

Options & derivatives strategies Active portfolio management

Sunil T

Series 63, Series 66

Yuba City, CA

International Assets Investment Management, LLC

Sunil Tumber is a financial advisor with International Assets Investment Management, LLC. He holds the Series 63 and Series 66 designations and has three years of industry experience, including prior roles at Edward Jones and Mechanics Bank. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and also provides access to third-party money managers, retirement plan advisory, and financial planning services.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Financial Professional

Thaddeus E

CFP®, ChFC®, Series 66

Yuba City, CA

International Assets Investment Management, LLC

Thaddeus Eubanks is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining International Assets in 2026, he worked at Edward Jones for 15 years. Eubanks serves as a board member of the Sutter Yuba Community Foundation and owns Barrel ZONE LLC, a youth sports training facility in Sacramento. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using various investment vehicles and may utilize third-party money managers and wrap programs as part of its strategy.

Charitable giving & philanthropy Family Business Business ownership considerations General retirement planning Founder/Business Owner
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Devon H

Series 65

Marysville, CA

Earned Wealth Advisors, LLC

Devon Hunter is a financial advisor at Earned Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Earned Wealth Advisors, he worked at Focus Partners Wealth, LLC and Hoyle Cohen LLC. His background also includes roles outside of finance at Paul Durham Electric and James Cook Languages SRO. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, combining independent investment managers and model portfolios with a buy-and-hold investment approach supported by financial planning techniques.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Doctor or Medical Professional Dentist Founder/Business Owner
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Christopher H

Series 63, Series 65

Browns Valley, CA

RMR Wealth Builders, Inc.

Christopher Hacker is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RMR Wealth Builders in 2022, he worked at Calton & Associates, Inc. and Titan Retirement Advisors LLC. Outside of his advisory role, he owns Conquer-U, LLC, a business and life coaching firm focused on mentoring individuals on business-life balance. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based strategies with periodic reviews and rebalancing.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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