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John Willson

Ameriprise Financial Services, LLC
44 Years of Experience
Ogden, UT
2 DisclosuresBroker
View SEC Summary
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John Willson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ogden, UT, with 44 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

978 Chambers St Ste 1, Ogden, UT, 84403-4862

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History

Regulatory History (2)
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
July 2003
Denied
Customer Dispute
June 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John owns multiple real estate properties, some investment-related and one not investment-related. He is also the President of CW Getaway, INC., a consulting business, spending about 10-20% of his time, with minimal time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2020 - Present · 6 yrs 7 mos
Ameriprise Financial Services, LLC
March 2020 - Present · 6 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2007 - March 2020 · 13 yrs
UBS Financial Services INC.
March 2007 - March 2020 · 13 yrs
Citigroup Global Markets INC.
July 1993 - March 2007 · 13 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2007 · 13 yrs 8 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
July 1982 - February 1988 · 5 yrs 7 mos
Northridge Securities, INC.Broker
May 1982 - July 1985 · 3 yrs 2 mos
State Registrations19 states
ALAZCACOIAIDKYMTNCNVOHORSCTXUTVirgin IslandsWAWIWY
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.
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