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Cynthia Schmiedeknecht

40 Years of Experience
Bothell, WA
Broker

Cynthia Schmiedeknecht is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bothell, WA, with 40 years of industry experience. Cynthia 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

19125 Northcreek Pkwy, Suite 120, Bothell, WA, 98011

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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.

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Other Business Activities

Cynthia has business ownership and consulting activities since 2018, dedicating minimal time. She also has other investment-related activities since 2019, taking up about a third of her time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 1993 - Present · 33 yrs 1 mo
Ameriprise Financial Services, LLC
April 1993 - Present · 33 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 1993 - Present · 33 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
April 1993 - July 2006 · 13 yrs 3 mos
Ifg Network Securities, INC.Broker
October 1992 - March 1993 · 5 mos
PFS Investments INC.Broker
July 1991 - August 1992 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1983 - August 1989 · 6 yrs 3 mos
State Registrations9 states
AZCACONCNVNYORTXWA
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.