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Bret Salomon

36 Years of Experience
Omaha, NE
1 DisclosureBroker

Bret Salomon is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 36 years of industry experience. Bret 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

13710 FNB Pkwy Ste 100, Omaha, NE, 68154-5298

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History

Regulatory History (1)
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
June 2004
Denied
Other Business Activities

Bret owns another business and serves as a board member for Salomon. These activities take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 7 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Advisor Services, INC.
July 2003 - October 2009 · 6 yrs 3 mos
Ameriprise Advisor Services, INC.Broker
December 2002 - October 2009 · 6 yrs 10 mos
A. G. Edwards & Sons, INC.
December 1997 - December 2002 · 5 yrs
A. G. Edwards & Sons, INC.Broker
August 1992 - December 2002 · 10 yrs 4 mos
The Principal/eppler, Guerin & Turner, INC.Broker
August 1992 - August 1992 · 0 mos
Prudential Securities IncorporatedBroker
July 1991 - August 1992 · 1 yr 1 mo
Invest Financial CorporationBroker
December 1989 - July 1991 · 1 yr 7 mos
State Registrations17 states
ARAZCACOFLIAILINKSMIMOMTNENVNYSDTX
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.
Bret Salomon - Financial Advisor | TrueAdvisor