TL
CFP · ChFC
TL
CFP · ChFC

Terrence Leiendecker

39 Years of Experience
Edina, MN
Broker

Terrence Leiendecker is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 39 years of industry experience. Terrence 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

3600 Minnesota Dr, Ste 550, Edina, MN, 55435-7925

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Terrence is a co-owner of MVL, LLC, managing the Ameriprise business, and spends about 10-20% of his time on this. He also coaches soccer goalkeepers and provides pro bono financial planning to cancer patients, dedicating about 10-20% of his time and a few hours per week, respectively, to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2012 - Present · 13 yrs 7 mos
Ameriprise Financial Services, LLC
October 2012 - Present · 13 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.
March 2012 - October 2012 · 7 mos
Thrivent Investment Management INC.Broker
February 2008 - October 2012 · 4 yrs 8 mos
Ids Life Insurance CompanyBroker
September 1999 - July 2006 · 6 yrs 10 mos
Ameriprise Financial Services, INC.Broker
April 1986 - January 2008 · 21 yrs 9 mos
State Registrations19 states
AZCACOFLGAIDILMIMNNJNYOKORSCSDTNTXVAWI
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.
Terrence Leiendecker - Financial Advisor | TrueAdvisor