Dale Costello
Dale Costello is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Warrenville, IL, with 35 years of industry experience. Dale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
28381 Davis Pkwy, Ste 703, Warrenville, IL, 60555
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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 Activities
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, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
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
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
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.
Exams
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