TrueAdvisor
TrueAdvisor
TL
CFP
TL
CFP

Tom Lozanoski

Ameriprise Financial Services, LLC
43 Years of Experience
Merrillville, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Tom Lozanoski is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Merrillville, IN, with 43 years of industry experience. Tom 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
12955 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

300 E 90th Dr, Merrillville, IN, 46410

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 ActivitiesSells Insurance

Tom owns commercial and other real estate properties, and is a co-owner of another real estate property. Tom is also an independent insurance broker for Securian Life (Minnesota Life), selling universal life insurance, and this takes about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1998 - Present · 27 yrs 10 mos
Ameriprise Financial Services, LLC
August 1983 - Present · 43 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 1983 - Present · 43 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1983 - July 2006 · 22 yrs 11 mos
Ids Financial Services INC.Broker
August 1983 - December 1986 · 3 yrs 4 mos
State Registrations17 states
CACODCFLILINKYMAMIMNNCNVOHTNTXVAVT
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 Merrillville, IN →All financial advisors in Indiana →