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David Luetkemeyer

Ameriprise Financial Services, LLC
37 Years of Experience
Springfield, MO
5 DisclosuresBroker
View SEC Summary
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David Luetkemeyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Springfield, MO, with 37 years of industry experience. David 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs 5 mos
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
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.
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