Lisa Grassbaugh
Lisa Grassbaugh is a registered investment advisor at Ameriprise Financial Services, LLC, based in Killbuck, OH, with 34 years of industry experience. Lisa 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
165 N Main St, Killbuck, OH, 44637
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Lisa owns real estate, including a family farm and commercial property, and is involved in FarmView LLC, an AirBNB. She is also an independent insurance broker and serves as a trustee on the board of directors for Grassbaugh, dedicating about 10-20% of her time to FarmView LLC and a few hours per week to Grassbaugh.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.