TrueAdvisor
TrueAdvisor
PK
PK

Paul Kosling

Ameriprise Financial Services, LLC
41 Years of Experience
Dublin, OH
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Paul Kosling is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dublin, OH, with 41 years of industry experience. Paul 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

6515 Longshore Loop Ste 400, Dublin, OH, 43017-2915

Get directions

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.
Employment Separation After Allegations
January 2020
Customer Dispute
November 2016
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2020 - Present · 6 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 2020 - Present · 6 yrs 6 mos
Ameriprise Financial Services, LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
March 2012 - February 2020 · 7 yrs 11 mos
Benjamin F. Edwards & Company, INC.Broker
March 2012 - February 2020 · 7 yrs 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2012 · 4 yrs 2 mos
Wells Fargo Advisors, LLC
January 2008 - March 2012 · 4 yrs 2 mos
A. G. Edwards & Sons, INC.
May 2002 - January 2008 · 5 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
April 2002 - January 2008 · 5 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
June 2001 - May 2002 · 11 mos
Lincoln Financial Advisors CorporationBroker
June 2001 - May 2002 · 11 mos
Allstate Distributors, L.L.C.Broker
February 2000 - June 2001 · 1 yr 4 mos
Allstate Life Financial Services, INC.Broker
October 1999 - February 2000 · 4 mos
Wood Logan Associates, INC.Broker
April 1995 - September 1999 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
June 1984 - November 1994 · 10 yrs 5 mos
Olde & CO., IncorporatedBroker
February 1984 - May 1984 · 3 mos
State Registrations13 states
AZCACOFLMNNCOHORPATXUTVAWY
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.
More Advisors
More financial advisors in Dublin, OH →All financial advisors in Ohio →