Joseph Wieske
Joseph Wieske is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Traverse City, MI, with 38 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1227 E Front St, Traverse City, MI, 49686-2928
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLC
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
Insperex LLCBroker
C & Co/princeridge LLCBroker
Rafferty Capital Markets, LLCBroker
Sandgrain Securities LLCBroker
Oppenheimer & CO. INC.Broker
Vfinance Investments, INCBroker
Sterling Financial Investment Group, INC.Broker
Oppenheimer & CO. INC.Broker
Lop Capital Markets, INC.Broker
Lehwald, Orosey & Pepe IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Lehwald, Orosey & Pepe IncorporatedBroker
First State Investments, INC.Broker
First Investment Securities, INC.Broker
State Registrations1 state
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
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