Ameriprise Financial Services
28yrs
Top 20% by experience nationwide
25yrs
Lois Wang
Financial advisor at Ameriprise Financial Services
Lois Wang has worked in the financial industry for 25 years and is a fiduciary financial advisor based in San Franscsco, California. Lois joined Ameriprise Financial Services in 2001, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4 advisors with offices in San Franscsco, and one of 4 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office150 Post St Suite 530, San Franscsco, CA 94108
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2001 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Lois
Local office(415) 544-9124Ask for Lois. (612) 671-3131Main office · Minneapolis, MN 150 Post St Suite 530San Franscsco, CA 94108Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Lois
Tailored to Lois’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lois
How do I contact Lois?
Call Lois’s local office at (415) 544-9124 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Lois Wang.
How long has Lois been a financial advisor?
Lois has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Lois hold?
Series 66. Tap any license on this page to see what it allows.
Is Lois a fiduciary?
Lois is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lois paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lois for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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