JG
JG

Joseph Gasnick

43 Years of Experience
Omaha, NE
Broker

Joseph Gasnick is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 43 years of industry experience. Joseph 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.

Loading...

Location

11819 Miracle Hills Dr, Ste 101, Omaha, NE, 68154

Get directions

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.

Learn about disclosures →
Other Business Activities

Joseph is involved in several "other" business activities that are not investment-related. These activities take minimal time, ranging from zero to a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2016 - Present · 9 yrs 6 mos
Ameriprise Financial Services, LLC
November 2016 - Present · 9 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
November 2009 - November 2016 · 7 yrs
Wells Fargo Advisors Financial Network, LLCBroker
November 2009 - November 2016 · 7 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - November 2009 · 1 yr 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
September 2005 - January 2008 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
April 1993 - January 2008 · 14 yrs 9 mos
Painewebber IncorporatedBroker
August 1982 - April 1993 · 10 yrs 8 mos
First Mid-America INC.Broker
July 1982 - December 1983 · 1 yr 5 mos
State Registrations12 states
AZIAILKSMDMNMONENVORTXWA
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.