Todd Bloom is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Plano, TX, with 35 years of industry experience. Todd 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
4504 Legacy Dr Ste 200, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd owns commercial real estate since 2017 and another business since 2022, dedicating minimal time to the latter. He is also a board member at Bloom since 2018, spending a few hours per week, and is involved in another investment-related activity, taking about a quarter of Todd's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations25 states
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