Dennis Betz
Dennis Betz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Elmo, MN, with 36 years of industry experience. Dennis 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
8530 Eagle Point Blvd, Ste 225, Lake Elmo, MN, 55042-8652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
John G. Kinnard and Company, IncorporatedBroker
Hayne, Miller Financial, INC.Broker
Heiner Financial Services CorporationBroker
Heiner & Stock, INC.Broker
State Registrations11 states
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