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CFP
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CFP

Deana Healy

Ameriprise Financial Services, LLC
25 Years of Experience
Minneapolis, MN
Broker
View SEC Summary
View SEC Summary

Deana Healy is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 25 years of industry experience. Deana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Minneapolis, MN

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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 Activities

Deana is a board member of The Nijuba Project, a non-profit organization, helping with strategy and fundraising. This activity requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2020 - Present · 6 yrs
Ameriprise Financial Services, LLC
August 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
LPL Financial LLC
January 2014 - January 2014 · 0 mos
LPL Financial LLCBroker
September 2011 - January 2014 · 2 yrs 4 mos
Ameriprise Financial Services, INC.Broker
August 1994 - July 2011 · 16 yrs 11 mos
Ids Life Insurance CompanyBroker
August 1994 - July 2006 · 11 yrs 11 mos
State Registrations2 states
MNWA
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.
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