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Mary Cloyd

Ameriprise Financial Services, LLC
42 Years of Experience
Hutchinson, KS
1 DisclosureBroker
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Mary Cloyd is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hutchinson, KS, with 42 years of industry experience. Mary 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

1 N Main St, Ste 616, Hutchinson, KS, 67501

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History

Regulatory History (1)
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
January 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mary serves on the board of directors for Cloyd, is the president of the K-State Alumni Assoc., and is a lifetime member/director for another organization. She also holds a position as Immediate Past Bd Chair. These activities each take minimal time and are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2009 - Present · 16 yrs 10 mos
Ameriprise Financial Services, LLC
December 2009 - Present · 16 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2009 - Present · 16 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - December 2009 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - December 2009 · 1 yr 11 mos
A. G. Edwards & Sons, INC.
December 1997 - January 2008 · 10 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
April 1984 - January 2008 · 23 yrs 9 mos
State Registrations25 states
ALARAZCACOFLGAILINKSMAMIMONCNDNENMNYOKORSCTNTXVAWA
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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