Marcus Werner
Marcus Werner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Apple Valley, MN, with 22 years of industry experience. Marcus 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
Apple Valley, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Marcus serves as power of attorney, handling investment and bank savings accounts. This requires minimal time and generates no income.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 states
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