Ocean View Investment

What Ocean View Investment does

Ocean View Investment operates as a private wealth advisory practice under the brand name Kuttin Wealth Management, conducted by financial advisor Scott Trulik and affiliated with Ameriprise Financial Services, LLC. The practice is based at 3525 Ocean View Blvd in Glendale, California, and serves individual investors and families seeking personalized financial planning, investment management, retirement planning, and integrated solutions spanning banking, investing, insurance, and annuities.

The practice leverages Ameriprise Financial's platform infrastructure, including a secure digital portal that enables client account access, investment monitoring, and remote advisor collaboration from any device. Core technology components are standardized Ameriprise tools rather than proprietary systems developed by the practice itself. Distribution is conducted through direct advisor consultations, supported by a referral program, social media sharing capabilities, and educational video and article content covering market and economic outlooks.

The business model is professional services-based, generating revenue primarily through financial advisory fees on personalized financial planning and investment management. Pricing details are not publicly disclosed, but the practice offers a complimentary initial consultation, with ongoing advisory services likely billed annually on an assets-under-management or flat-fee basis. The practice operates as a subsidiary entity within Ameriprise Financial, Inc. (NYSE: AMP), a publicly traded diversified financial services firm founded in 1894 with over 130 years of operational history. Customer acquisition relies on referrals, digital engagement, and direct outreach within a California-based service geography.

Name

Ocean View Investment

Legal name

Ameriprise Financial Services, LLC

Website

https://ovig.us

Company type

Public

Founded year

1894

Operating status

Operating

Short description

Ocean View Investment operates as a private wealth advisory practice (Kuttin Wealth Management) under Ameriprise Financial Services, LLC, based in Glendale, California. The practice, led by financial advisor Scott Trulik, delivers personalized financial planning, investment management, and retirement advisory services to individual investors and families.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Business Owner & Executive Financial Planning (FSAEAAAO), Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Retirement planning
• Personal financial advice

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue generated through financial advisory fees for personalized financial planning and investment management services. The practice provides advice on investments, banking, insurance, and annuities.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Ocean View Investment operates as a private wealth advisory practice (Kuttin Wealth Management) of Ameriprise Financial Services, LLC, delivering personalized financial planning and investment advisory services to individual investors and families. Services span financial planning, custom investment strategies, retirement planning, banking solutions, insurance, and annuities, complemented by secure digital tools for account access and advisor collaboration.

Product overview

No product or service information for Ocean View Investment is available in the provided source data. The source data contains information about Ameriprise Financial Services, specifically a financial advisor named Scott Trulik at Kuttin Wealth Management, which is a private wealth advisory practice. Services mentioned include financial planning, investment strategies, and digital financial tools, but none relate to Ocean View Investment.

Differentiator

Problem solved

Functional benefit

Products and services

• Personalized Financial Planning Personalized financial advice based on client goals across every life stage, delivered through direct advisor consultations and complimentary initial consultations. Targeted at individual investors and families seeking comprehensive wealth management.
• Investment Advisory Services Custom investment strategies and solutions designed to address individual client needs and financial goals, delivered through ongoing advisor relationships and supported by Ameriprise digital portfolio management tools.
• Retirement Planning Advisory service helping clients plan for retirement and long-term financial security, integrated with personalized investment and insurance solutions.
• Banking, Insurance, and Annuities Solutions Comprehensive financial solutions spanning banking, insurance, and annuities, provided alongside investment and financial planning services to give clients a single point of contact for diverse financial needs.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Ameriprise Financial Services, LLCcoreStrategic or Co-development Partner

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Cetera Financial Group: Independent broker-dealer supporting a national network of financial advisors offering financial planning, investment, and retirement advisory services under independent and co-branded models closely paralleling Ameriprise's franchise structure.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors who deliver personalized wealth management under their own brands — directly comparable franchise model to Ameriprise's private wealth advisory practices.
• Edward Jones: Large U.S. independent advisor network serving individual investors and families with personalized financial planning, investment, and retirement advice through a local-branch model — directly comparable to the Ameriprise private wealth advisory practice in business model and target client.
• Raymond James Financial Services: Independent broker-dealer and wealth management franchise with thousands of financial advisors providing personalized planning, investment, and retirement advice under a similar branch-office/advisor model to Ameriprise practices.
• Cambridge Investment Research: Independent broker-dealer supporting financial advisors who provide personalized financial planning, investment advisory, and retirement services to individuals — comparable business model and advisor economics to the subject practice.
• RBC Wealth Management: Full-service wealth management division of RBC serving high-net-worth individuals with financial planning, investment management, and credit solutions through dedicated local advisors — same target segment and advisor-led delivery model.

Emerging players

• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service offering personalized financial planning and investment management at low fee points — competes for the same individual investor client with a more digital-native, lower-cost model.

Broad incumbents

• Morgan Stanley Wealth Management: Large incumbent broker-dealer and wealth manager offering investment advisory, financial planning, and retirement services to individuals through a national advisor network — overlapping capabilities with Ameriprise practices but at much larger scale.
• Merrill Lynch Wealth Management: Bank of America's wealth management division offering personalized financial planning, investment management, and banking solutions to affluent and high-net-worth individuals — broader incumbent serving the same target clients through dedicated local advisors.
• Charles Schwab Wealth Advisory: Schwab's dedicated advisor-led wealth advisory offering for investors seeking ongoing planning and portfolio management — directly comparable in service mix but with the scale, custody, and brand of one of the largest U.S. brokerages.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/share?url=https://www.ameripriseadvisors.com/scott.trulik
• YouTubeameriprise.com/about/social-media?ref=advisor%7CScott.Trulik%40ampf.com
• Facebookfacebook.com/sharer.php?u=https://www.ameripriseadvisors.com/scott.trulik
• LinkedInlinkedin.com/cws/share?url=https://www.ameripriseadvisors.com/scott.trulik

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ocean View Investment