Stan Falkenhagen
Stan Falkenhagen is a registered investment advisor at Ameriprise Financial Services, LLC, based in New Richmond, WI, with 38 years of industry experience. Stan 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
150 W 1st St Ste 140, New Richmond, WI, 54017-7507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stan is an agent offering term, disability, and long-term care insurance since 2013. He is also the President of American Asset Management Services Inc and operates Stan Falkenhagen and Associates as a DBA for his LPL business, spending about a quarter of his time on the former.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial NetworkBroker
H.D. Vest Investment ServicesBroker
Marquette Financial Group, INC.Broker
State Registrations29 states
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