Stacey Fredrickson
Stacey Fredrickson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clearfield, UT, with 41 years of industry experience. Stacey 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
1669 East 1400 South, Suite 100, Clearfield, UT, 84015
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2007Customer Dispute
February 2000Other Business Activities
Stacey has business ownership in an entity at South Legend Hills Drive since 2000. This activity is not investment-related and takes about 10-20% of Stacey's time, including during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America, INC.Broker
American Express Service CorporationBroker
Ids Life Insurance CompanyBroker
Advantage Capital CorporationBroker
State Registrations39 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.