Stewart Lauchlan
Stewart Lauchlan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Richardson, TX, with 37 years of industry experience. Stewart 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
2600 North Central Expressway, Ste 975, Richardson, TX, 75080-2055
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2005Customer Dispute
July 2004Other Business Activities
Stewart owns multiple real estate properties, including land in Texas and Mexico. He also serves on the board of directors for Mc Lauchlan, and is a member of finance and capital projects committees for his homeowners association, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
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.