Paul Demark
Paul Demark is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clinton Township, MI, with 40 years of industry experience. Paul 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
17450 Hall Rd Ste 161, Clinton Township, MI, 48038
Get directionsHistory
Regulatory History (3)
Regulatory
June 2022Employment Separation After Allegations
March 2019Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Paul owns real estate, works as an independent insurance broker with New York Life selling fixed annuities, and has a real estate license. He also has outside employment with Demark LLC and business ownership in an unspecified business.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations15 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.