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David Luetkemeyer

37 Years of Experience
Springfield, MO
5 DisclosuresBroker

David Luetkemeyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Springfield, MO, with 37 years of industry experience. David 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

2870 S Ingram Mill Rd, Ste D1, Springfield, MO, 65804

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History

Regulatory History (5)
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Customer Dispute
August 2016
Denied
Customer Dispute
April 2005
Closed-No Action
Customer Dispute
August 2001
Denied
Customer Dispute
July 1994
Settled
Criminal
March 1989
Final Disposition
Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs
Ameriprise Financial Services, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2010 - May 2022 · 12 yrs
Wells Fargo Clearing Services, LLC
May 2010 - May 2022 · 12 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2006 - April 2007 · 5 mos
Morgan Stanley
November 2006 - April 2007 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1999 - November 2006 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - November 2006 · 7 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
July 1995 - September 1999 · 4 yrs 2 mos
Securities America, INC.Broker
August 1991 - July 1995 · 3 yrs 11 mos
American Express Financial Advisors INC.Broker
September 1988 - August 1991 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
September 1988 - August 1991 · 2 yrs 11 mos
State Registrations28 states
AKALARAZCACODCFLGAILINKSKYMDMIMOMTNCNENMNVNYOHOKSCTNTXVA
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.