TrueAdvisor
TrueAdvisor
AP
CFP
AP
CFP

Aaron Bartlett Petersen

Ameriprise Financial Services, LLC
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Ameriprise Financial Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12488 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K
Financial Planning:Included in AUM fee

Location

10405 6th Ave N, Ste 220, Plymouth, MN, 55441

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History

Regulatory 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.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2013 - Present · 12 yrs 3 mos
Ameriprise Financial Services, LLC
August 2001 - Present · 24 yrs 6 mos
Ameriprise Financial Services, LLCBroker
August 2001 - Present · 24 yrs 6 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 2001 - July 2006 · 4 yrs 11 mos
State Registrations11 states
AZCACOFLGAMIMNNVORTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.