Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12486 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Financial Planning:Investment management only

Ameriprise Financial Services offers managed accounts with an ongoing asset-based fee. This fee covers investment advisory services. SPS Advisor accounts also have an Investments and Infrastructure Support Fee. Investment costs related to underlying investments are separate. Additional transaction-related fees may also apply. The asset-based fee is comprised of an Advisory Fee, a Platform Fee, and a Manager Fee. AEIS may receive Third Party Payments from investment costs.

Areas of Practice
Investment Management
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Advisor Information

Office location

7617 Mineral Point Road, Suite 200, Madison, WI, 53717

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2007
Denied
Other Business Activities

Aaron co-owns a real estate business and is on the board of directors for Zimmer, dedicating minimal time to each. He also has outside employment with CWAG LLC and business ownership, spending about a quarter of his time on these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2002 - Present · 23 yrs 2 mos
Ameriprise Financial Services, LLC
November 2002 - Present · 23 yrs 2 mos
Ameriprise Financial Services, LLC Broker
November 2002 - Present · 23 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 2002 - July 2006 · 3 yrs 8 mos
State Registrations41 states
AKALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.