LC
CFP
LC
CFP

Leslie Cadle

38 Years of Experience
Edina, MN
1 DisclosureBroker

Leslie Cadle is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 38 years of industry experience. Leslie 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

7601 France Ave S, Ste 600, Edina, MN, 55435-5971

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History

Regulatory History (1)
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Customer Dispute
April 2005
Settled
Other Business Activities

Leslie has business ownership interests and serves as a board member for Cadle. These activities each require minimal time and are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2013 - Present · 12 yrs 6 mos
Ameriprise Financial Services, LLC
November 1987 - Present · 38 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 1987 - Present · 38 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2006 - October 2007 · 1 yr
Ids Life Insurance CompanyBroker
March 2002 - June 2002 · 3 mos
State Registrations17 states
AZCACOFLIAILKYMEMIMNMTNCNEOHSDWAWI
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.