John Dipietro
John Dipietro is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pitman, NJ, with 35 years of industry experience. John 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
57 S Broadway Ste C, Pitman, NJ, 08071
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
John is an independent insurance broker since 1989, selling health insurance products. He also has business ownership in another, non-investment related business, 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
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations25 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
More Advisors
- Patrick D'agostinoAmeriprise Financial Services, LLC
- Charles LeonardAmeriprise Financial Services, LLC