LC
LC

Larry Criss

37 Years of Experience
Peru, IL
4 DisclosuresBroker

Larry Criss is a registered investment advisor at Ameriprise Financial Services, LLC, based in Peru, IL, with 37 years of industry experience. Larry 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
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
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Location

1729 4th St, Peru, IL, 61354

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History

Regulatory History (4)
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
May 2008
Denied
Customer Dispute
October 2007
Denied
Customer Dispute
July 2005
Denied
Customer Dispute
January 2001
Denied
Other Business Activities

Larry owns commercial real estate property since 2008. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 1998 - Present · 28 yrs 8 mos
Ameriprise Financial Services, LLC
December 1988 - Present · 37 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 1988 - Present · 37 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 1988 - July 2006 · 17 yrs 7 mos
State Registrations6 states
FLIAILKSTXWA
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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