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Debrah Oelke

40 Years of Experience
Brookfield, WI
1 DisclosureBroker

Debrah Oelke is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 40 years of industry experience. Debrah 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

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

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History

Regulatory History (1)
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Customer Dispute
October 2014
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2017 - Present · 9 yrs 4 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.