MC
MC

Mark Czarnecki

35 Years of Experience
Grand Rapids, MI
Broker

Mark Czarnecki is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Rapids, MI, with 35 years of industry experience. Mark 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

333 Bridge St NW, Ste 205, Grand Rapids, MI, 49504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
January 2016 - Present · 10 yrs 6 mos
Ameriprise Financial Services, LLC
January 2016 - Present · 10 yrs 6 mos
Ameriprise Financial Services, LLC
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
Morgan Stanley
September 2010 - February 2016 · 5 yrs 5 mos
Morgan StanleyBroker
June 2009 - February 2016 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1990 - July 1993 · 2 yrs 9 mos
American Express Financial Advisors INC.Broker
July 1990 - November 1990 · 4 mos
Ids Life Insurance CompanyBroker
July 1990 - November 1990 · 4 mos
State Registrations12 states
ALCACOFLGAIAILMINHOHTXVA
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.