RH
RH

Ronald Hamilton

34 Years of Experience
Walnut, IA
BrokerSells Insurance

Ronald Hamilton is a registered investment advisor at Ameriprise Financial Services, LLC, based in Walnut, IA, with 34 years of industry experience. Ronald 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

308 Antique City Dr., Walnut, IA, 51577-2007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald owns real estate and is involved in another business. He also works as an independent insurance broker, selling Medicare Supplement, Long Term Care, Health, and Disability Income insurance, and dedicates about a quarter of his time to another business.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2022 - Present · 3 yrs 11 mos
Ameriprise Financial Services, LLC
October 2022 - Present · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Securities America Advisors, INC.
September 2018 - October 2022 · 4 yrs 1 mo
Securities America, INC.Broker
September 2018 - October 2022 · 4 yrs 1 mo
Signator Investors, INC.Broker
May 2016 - October 2018 · 2 yrs 5 mos
Signator Investors, INC.
May 2016 - October 2018 · 2 yrs 5 mos
Transamerica Financial Advisors, INC.
December 1999 - May 2016 · 16 yrs 5 mos
Transamerica Financial Advisors, INCBroker
January 1998 - May 2016 · 18 yrs 4 mos
Aegon USA Securities INC.Broker
March 1992 - January 1998 · 5 yrs 10 mos
State Registrations15 states
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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.