Anne Florence Holloran

CFA

Columbia Management Investment Advisers, LLC

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Columbia Management Investment Advisers, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

2,909 clients

Average Client Portfolio

$157.3M average

Assets Under Management

$457.5B

Fee Structure

Minimum Investment:$25M

Financial Planning:Investment management only

Location

901 3rd Ave S, Minneapolis, MN, 55402

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Columbia Management Investment Advisers, LLC

November 2015 - Present · 10 yrs 3 mos

Columbia Management Investment Distributors, INC.

January 2009 - Present · 17 yrs 1 mo

Columbia Management Investment Distributors, INC.Broker

January 2009 - Present · 17 yrs 1 mo

Previous Registrations

Riversource Distributors, INC.Broker

January 2008 - January 2009 · 1 yr

Ameriprise Financial Services, INC.Broker

January 2001 - December 2007 · 6 yrs 11 mos

Ids Life Insurance CompanyBroker

January 2001 - July 2006 · 5 yrs 6 mos

State Registrations51 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.