Alan Willenbrock
Alan Willenbrock is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tucson, AZ, with 23 years of industry experience. Alan 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
1715 E Skyline Dr, Ste 151, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Alan is an investor in UA Venture Capital Fund III and serves on its Advisory Committee, dedicating about 10-20% of his time. He also has a loan to Skyline Country Club.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wells Fargo Securities INC.Broker
Essex National Securities, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations14 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.