Vestana Ahlen
Vestana Ahlen is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Leawood, KS, with 40 years of industry experience. Vestana 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
4200 W 115th St Ste 200, Leawood, KS, 66211-2729
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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.
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Vestana owns rental real estate and is a member of T-Square LC, a family farm. She also serves on the board of directors for Ahlen, holding positions such as past president, treasurer, and audit committee member.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations36 states
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