Jeffrey Miller
Jeffrey Miller is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in West Des Moines, IA, with 40 years of industry experience. Jeffrey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2600 Westown Pkwy Ste 210, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Jeffrey is involved in business ownership, tax preparation, and outside employment. These activities each take a few hours per week and are not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Locust Street Securities, INC.Broker
Lasalle St Securities, L.L.C.Broker
Primevest Financial Services, INC.Broker
Tri-Merica Securities CorporationBroker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations15 states
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.