AB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Financial Planning:Included in AUM fee
This firm does not provide a fixed AUM fee schedule. Fees are likely negotiable. Contact the firm directly for specific fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Advisor Information
Office location
1400 Executive Parkway, Suite 110, Eugene, OR, 97401
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Aimee is an independent consultant for Rodan and Fields, a hair and skin care company using a direct sales model, since 2018. She dedicates minimal time to this activity.
Employment History
Current Registrations
Focus Partners Wealth, LLC
February 2025 - Present · 11 mos
Previous Registrations
Merriman
March 2018 - March 2025 · 7 yrs
Waddell & Reed
December 2008 - February 2018 · 9 yrs 2 mos
Waddell & ReedBroker
December 2008 - February 2018 · 9 yrs 2 mos
Ameriprise Financial Services, INC.
October 2006 - February 2008 · 1 yr 4 mos
Ameriprise Financial Services, INC. Broker
July 2003 - December 2008 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
July 2003 - July 2006 · 3 yrs
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.