Joseph Krugel
Joseph Krugel is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wilkes Barre, PA, with 35 years of industry experience. Joseph 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
100 N Wilkes Barre Blvd, Ste 312, Wilkes Barre, PA, 18702
Get directionsHistory
Regulatory History (7)
Customer Dispute
February 2011Customer Dispute
May 2007Customer Dispute
March 2007Customer Dispute
January 2005Customer Dispute
November 2004Customer Dispute
August 2004Customer Dispute
June 2004Other Business Activities
Joseph is involved in several "other" business activities at the same address since 2001, 2005, and 2007, respectively. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations6 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.