Mark Rasner
Mark Rasner is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Neenah, WI, with 33 years of industry experience. Mark 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
307 S Commercial St, Ste 102, Neenah, WI, 54957
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark owns commercial and residential real estate, some investment-related and some not. He also owns a holding company for commercial real estate, a separate LLC for his Ameriprise practice, and is a contractor for Certainty of the Uncertainty, LLC, dedicating about a third of his time to this role. Mark is also writing a book for publication on Amazon, spending minimal time on it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations25 states
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