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Ronald Denova

Ameriprise Financial Services, LLC
16 Years of Experience
Sandpoint, ID
2 DisclosuresBroker
View SEC Summary
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Ronald Denova is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sandpoint, ID, with 16 years of industry experience. Ronald 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
—
View Full SEC Brochure

Location

1211 Michigan St Ste A, Sandpoint, ID, 83864

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History

Regulatory History (2)
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
February 2024
Settled
Customer Dispute
January 2018
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ronald has several outside business activities. He is on the board of directors and investment committee for Denova, spending a few hours per week, and also involved with Trustpoint Services, LLC, and a business ownership role, each requiring minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLC
August 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
LPL Financial LLC
November 2017 - August 2020 · 2 yrs 9 mos
LPL Financial LLCBroker
November 2017 - August 2020 · 2 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
March 2016 - November 2017 · 1 yr 8 mos
National Planning CorporationBroker
March 2016 - November 2017 · 1 yr 8 mos
Cetera Investment Advisers LLC
March 2015 - March 2016 · 1 yr
Cetera Investment Services LLCBroker
March 2015 - March 2016 · 1 yr
LPL Financial LLC
March 2010 - March 2015 · 5 yrs
LPL Financial LLCBroker
January 2010 - March 2015 · 5 yrs 2 mos
State Registrations17 states
AZCACOFLIDILINMSMTNMOHORPASDTXWAWY
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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