Stifel, Nicolaus &
47yrs
Top advisor by experience in North Dakota
14yrs
Summer Pendleton
Full name on record: Summer Dawn Pendleton
Financial advisor at Ameriprise Financial Services
Based in Bismarck, North Dakota, Summer Pendleton is a fiduciary financial advisor with 14 years of industry experience. Summer joined Ameriprise Financial Services in 2023, after seven years at Wells Fargo Advisors. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 162 advisors with offices in Bismarck, and one of 156 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors in North Dakota
Office125 Buckskin Ave Suite 200, Bismarck, ND 58503
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 ?1 state
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.
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2012 – 2019Wells Fargo Clearing Services, LLCPreviously
Questions to ask Summer
Tailored to Summer’s registration and firm.
- 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 Summer
How do I contact Summer?
Call Ameriprise Financial Services at 612-671-3131 and ask for Summer Pendleton. Summer works from the Bismarck, ND office.
How long has Summer been a financial advisor?
Summer has been in the industry since 2012, about 14 years. More experience than 52% of advisors in North Dakota.
What licenses does Summer hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Summer a fiduciary?
Summer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Summer paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Summer 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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