Dean Velzke
Dean Velzke is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Owatonna, MN, with 32 years of industry experience. Dean 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
120 N. Cedar St., Owatonna, MN, 55060
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Criminal
September 1989Other Business Activities
Dean owns commercial real estate since 1999 and another business since 1999, spending about a quarter of his time on the latter. He also serves on the board of directors and as a board trustee, dedicating minimal time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations17 states
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.