RH
CFP
RH
CFP

Rush Hodgin

34 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Rush Hodgin is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pittsburgh, PA, with 34 years of industry experience. Rush 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

5500 Corporate Dr, Ste 215, Pittsburgh, PA, 15237

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2023
Denied
Other Business Activities

Rush owns single-family rental real estate and is involved with EMASMC Partners LLC for real estate investment. Rush also co-owns Matter of Tax LLC for tax preparation and manages RKM Partners LLC, a financial planning practice, dedicating a few hours per week to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2003 - Present · 22 yrs 10 mos
Ameriprise Financial Services, LLC
August 1991 - Present · 34 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 1991 - Present · 34 yrs 9 mos
Previous Registrations
American Express Service CorporationBroker
July 1993 - December 1994 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
August 1991 - July 2006 · 14 yrs 11 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHPARISCTNTXUTVAVTWIWV
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.