Dale Costello
Dale Costello is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Arlington Heights, IL, with 34 years of industry experience. Dale 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
Arlington Heights, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dale owns a business and serves as a board member for Costello, dedicating a few hours per week to each. Dale also serves as Chairman for Costello, dedicating a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
PNC InvestmentsBroker
PNC Investments
LPL Financial LLC
LPL Financial LLCBroker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Pegasus Capital Investments LcBroker
Re-Direct Securities CORPBroker
Washington Square Securities, INC.Broker
Investment Network, INC.Broker
Gna Securities, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Republic Securities, INC.Broker
Shelter Rock Securities CORP.Broker
State Registrations17 states
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.