Brian Haehl
Brian Haehl is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Jeffersonville, IN, with 29 years of industry experience. Brian 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
Jeffersonville, IN
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
Brian owns multiple real estate properties and OPM Furniture, LLC, a leasing business. He also serves as an executive officer at OPM Earnings and Vice President, aiding in management and decision-making for an Ameriprise Financial Practice, dedicating about 10-20% of his time to these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Stearns Financial Group
Securities America, INC.Broker
Pry Advisory Group
Securities America Advisors, INC.
Securities America, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.