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Robert Sieps

Ameriprise Financial Services, LLC
36 Years of Experience
Omaha, NE
1 DisclosureBroker
View SEC Summary
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Robert Sieps is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 36 years of industry experience. Robert 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

1935 North 120th, Omaha, NE, 68154

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History

Regulatory History (1)
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Criminal
November 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
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 5 mos
Ameriprise Financial Services, LLCBroker
May 2002 - Present · 24 yrs 5 mos
Ameriprise Financial Services, LLC
May 2002 - Present · 24 yrs 5 mos
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.
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