Jeffrey Lichty
Jeffrey Lichty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clarkston, MI, with 43 years of industry experience. Jeffrey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Clarkston, MI
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2026Other Business ActivitiesSells Insurance
Jeffrey is a member of the Clarkson Rotary since 1989, dedicating about 10-20% of his time. He is also an independent insurance agent and sole proprietor of J.W. Lichty Financial Services, an insurance business, dedicating minimal time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations5 states
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.