MC
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Mark Calderone

37 Years of Experience
East Lansing, MI
1 DisclosureBroker

Mark Calderone is a registered investment advisor at Ameriprise Financial Services, LLC, based in East Lansing, MI, with 37 years of industry experience. Mark 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

2651 Coolidge Road, Suite 103, East Lansing, MI, 48823

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History

Regulatory History (1)
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Employment Separation After Allegations
June 1992
Other Business Activities

Mark has business ownership in an unspecified entity since 2001. This activity requires about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 7 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Advisor Services, INC.
July 2007 - October 2009 · 2 yrs 3 mos
Ameriprise Advisor Services, INC.Broker
December 1992 - October 2009 · 16 yrs 10 mos
Olde Discount CorporationBroker
December 1987 - July 1992 · 4 yrs 7 mos
State Registrations12 states
ARCAFLINMAMIMNOHORSCTXVA
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.