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Peter Lewis

Ameriprise Financial Services, LLC
42 Years of Experience
Woodbury, MN
2 DisclosuresBroker
View SEC Summary
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Peter Lewis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Woodbury, MN, with 42 years of industry experience. Peter 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

683 Bielenberg Dr Ste 206, Woodbury, MN, 55125

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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.
Judgment / Lien
September 2025
Customer Dispute
March 2005
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2014 - Present · 12 yrs 8 mos
Ameriprise Financial Services, LLCBroker
November 1983 - Present · 42 yrs 11 mos
Ameriprise Financial Services, LLC
November 1983 - Present · 42 yrs 11 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 2002 - July 2006 · 4 yrs
Ids Financial Services INC.Broker
November 1983 - December 1986 · 3 yrs 1 mo
State Registrations8 states
AZCACOMNSCTXVAWI
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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