BS
CFP
BS
CFP

Brian Seigfried

19 Years of Experience
Lawrenceville, NJ
1 DisclosureBroker

Brian Seigfried is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lawrenceville, NJ, with 19 years of industry experience. Brian 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
12781 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

100 Federal City Rd, Ste C102, Lawrenceville, NJ, 08648-1664

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History

Regulatory History (1)
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Customer Dispute
February 2013
Settled
Other Business Activities

Brian owns two single-family real estate properties since 2016 and 2018, respectively. These properties are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2006 - Present · 19 yrs 11 mos
Ameriprise Financial Services, LLC
April 2006 - Present · 20 yrs
Ameriprise Financial Services, LLCBroker
April 2006 - Present · 20 yrs
State Registrations23 states
AZCACOCTFLGAILINMAMDNCNHNJNVNYPASCTXUTVAVTWAWI
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.