Gregg Martinsen
Gregg Martinsen is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Sarasota, FL, with 40 years of industry experience. Gregg 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
7919 Waterbend Trl, Sarasota, FL, 34240
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Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Gregg owns a single-family real estate property since March 2025. He also receives trails from previously sold life and annuity policies, dedicating minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.