GI
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Gregory Idelkope

35 Years of Experience
Edina, MN
1 DisclosureBroker

Gregory Idelkope is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 35 years of industry experience. Gregory 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

7601 France Ave S, Ste 300, Edina, MN, 55435-5999

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2000
Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2022 - Present · 3 yrs 10 mos
Ameriprise Financial Services, LLC
July 2022 - Present · 3 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
June 2009 - July 2022 · 13 yrs 1 mo
UBS Financial Services INC.Broker
February 2009 - July 2022 · 13 yrs 5 mos
Citigroup Global Markets INC.Broker
October 2000 - March 2009 · 8 yrs 5 mos
Dain Rauscher IncorporatedBroker
March 1998 - November 2000 · 2 yrs 8 mos
Dain Rauscher IncorporatedBroker
August 1990 - March 1998 · 7 yrs 7 mos
State Registrations12 states
ALAZCAFLIAILMNMTNYTXWAWI
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.