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CFP
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CFP

Regina Onkst

Ameriprise Financial Services, LLC
41 Years of Experience
Alachua, FL
6 DisclosuresBroker
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Regina Onkst is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Alachua, FL, with 41 years of industry experience. Regina 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
12908 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

Alachua, FL

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History

Regulatory History (6)
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
February 2019
Settled
Customer Dispute
June 1998
Settled
Customer Dispute
June 1998
Settled
Customer Dispute
June 1998
Settled
Customer Dispute
June 1998
Settled
Customer Dispute
May 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Regina owns a single-family real estate property in Alachua, Florida, since October 2024. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2018 - Present · 8 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2018 - Present · 8 yrs 7 mos
Ameriprise Financial Services, LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2009 - March 2018 · 8 yrs 10 mos
UBS Financial Services INC.
May 2009 - March 2018 · 8 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley
October 2006 - April 2007 · 6 mos
Morgan Stanley Dw INC.Broker
October 2006 - April 2007 · 6 mos
A. G. Edwards & Sons, INC.
October 2003 - October 2006 · 3 yrs
A. G. Edwards & Sons, INC.Broker
January 1999 - October 2006 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1997 - December 1998 · 1 yr 11 mos
Prudential Securities IncorporatedBroker
September 1993 - February 1997 · 3 yrs 5 mos
Painewebber IncorporatedBroker
November 1989 - October 1993 · 3 yrs 11 mos
Shearson Lehman Hutton INC.Broker
April 1988 - December 1989 · 1 yr 8 mos
E. F. Hutton & Company INCBroker
November 1984 - April 1988 · 3 yrs 5 mos
Private Ledger Financial Services, IncorporatedBroker
September 1984 - October 1984 · 1 mo
State Registrations19 states
ARCOFLGAILINKYMDMNMONCNJNYOHRISCTNTXVA
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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