Aaron Sannes is a registered investment advisor at Ameriprise Financial Services, LLC, based in Davenport, IA, with 34 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12805 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

5001 Utica Ridge Rd, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aaron is a managing partner in K & S Operations, LLC, formed to manage practice operations and expenses. He also owns Aaron D. Sannes LLC to manage his Ameriprise business and is involved in board positions, dedicating minimal time to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 1999 - Present · 27 yrs 3 mos
Ameriprise Financial Services, LLC
August 1991 - Present · 34 yrs 8 mos
Ameriprise Financial Services, LLCBroker
August 1991 - Present · 34 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1991 - July 2006 · 14 yrs 11 mos
State Registrations32 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.