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CFP
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CFP

Thomas Townsend

Ameriprise Financial Services, LLC
41 Years of Experience
Grand Blanc, MI
Broker
View SEC Summary
View SEC Summary

Thomas Townsend is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Blanc, MI, with 41 years of industry experience. Thomas 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

9475 Holly Rd, Ste 208, Grand Blanc, MI, 48439

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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.

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Other Business Activities

Thomas owns investment-related real estate (lot/land) in Dyersburg, TN since 2020.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLC
September 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
September 2010 - September 2019 · 9 yrs
UBS Financial Services INC.Broker
April 2009 - September 2019 · 10 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - May 2009 · 15 yrs 10 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
January 1985 - February 1988 · 3 yrs 1 mo
State Registrations28 states
ALARAZCAFLGAIDILINKYMAMDMIMNMONCNJNMNVNYOHORSCTNTXVAVTWA
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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