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Debrah Oelke

Ameriprise Financial Services, LLC
40 Years of Experience
Brookfield, WI
1 DisclosureBroker
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Debrah Oelke is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 40 years of industry experience. Debrah 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
—
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Location

300 N Corporate Dr Ste 100, Brookfield, WI, 53045

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 9 mos
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
May 2008 - January 2017 · 8 yrs 8 mos
UBS Financial Services INC.Broker
May 2008 - January 2017 · 8 yrs 8 mos
RBC Capital Markets Corporation
February 2005 - May 2008 · 3 yrs 3 mos
RBC Capital Markets CorporationBroker
July 2000 - May 2008 · 7 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
May 1998 - July 2000 · 2 yrs 2 mos
Everen Securities, INC.Broker
September 1990 - May 1998 · 7 yrs 8 mos
Blunt Ellis & Loewi IncorporatedBroker
June 1988 - September 1990 · 2 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
April 1987 - June 1988 · 1 yr 2 mos
Blunt Ellis & Loewi IncorporatedBroker
October 1985 - September 1990 · 4 yrs 11 mos
State Registrations27 states
AZCACODCFLGAIAILINKSKYMAMDMIMNMONCNMNYOHPASCTNTXVAWAWI
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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