Sophia Janssen Spencer
Advisor at Ameriprise — Longview, WA Hudson St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Longview, WA 98632-2931
Ameriprise
Institution
Sophia Spencer is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2011, including six years at the current firm. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Based on Ameriprise
Based on Ameriprise
$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%
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.
Longview, WA Hudson St
1700 Hudson St, Ste 104
Longview WA 98632-2931
Advisors at this office
2
Washington
29 years of industry experience
Ameriprise
2020 - Present • 6 years
Longview, WA
Ameriprise Financial Services inc
2011 - 2020 • 9 years
Longview, WA
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