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Robert Sieps

35 Years of Experience
Omaha, NE
1 DisclosureBroker

Robert Sieps is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 35 years of industry experience. Robert 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

1935 North 120th, Omaha, NE, 68154

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History

Regulatory History (1)
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Criminal
November 1984
Final Disposition
Other Business Activities

Robert has several outside business activities, including business ownership and outside employment at Cirksena, Knight, Jacobsen, Sieps & Kresse. One of these roles takes about a third of his time and 60 hours during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2002 - Present · 24 yrs
Ameriprise Financial Services, LLCBroker
May 2002 - Present · 24 yrs
Ameriprise Financial Services, LLC
May 2002 - Present · 24 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
May 2002 - July 2006 · 4 yrs 2 mos
Ids Life Insurance CompanyBroker
February 1992 - January 2002 · 9 yrs 11 mos
American Express Financial Advisors INC.Broker
February 1992 - January 2002 · 9 yrs 11 mos
American Express Financial Advisors INC.Broker
March 1989 - January 1991 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
March 1989 - January 1991 · 1 yr 10 mos
State Registrations15 states
ARAZCOFLIAILKSLAMNMOMTNDNESDTX
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.