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Amy Hayes

26 Years of Experience
Lafayette, LA
2 DisclosuresBroker

Amy Hayes is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lafayette, LA, with 26 years of industry experience. Amy 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

1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA, 70508

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History

Regulatory History (2)
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
December 2008
Denied
Customer Dispute
March 2008
Settled
Other Business Activities

Amy owns AEH Holdings LLC, a commercial rental property business, dedicating minimal time. She also owns AEH Wealth Management LLC and Investment Partners of Acadiana, spending about half her time on each as a financial advisor and co-owner, respectively.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
August 2025 - Present · 9 mos
Ameriprise Financial Services, LLC
August 2025 - Present · 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2016 - August 2025 · 9 yrs 3 mos
Raymond James Financial Services, INC.Broker
May 2016 - August 2025 · 9 yrs 3 mos
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
UBS Financial Services INC.
January 2005 - November 2008 · 3 yrs 10 mos
UBS Financial Services INC.Broker
June 1999 - November 2008 · 9 yrs 5 mos
State Registrations11 states
ARCACOFLGALAORTNTXUTWA
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.