TrueAdvisor
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JH
CFP
JH
CFP

Jeffrey Hoover

Ameriprise Financial Services, LLC
30 Years of Experience
Abilene, KS
Broker
View SEC Summary
View SEC Summary

Jeffrey Hoover is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Abilene, KS, with 30 years of industry experience. Jeffrey 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
12908 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

203 NW 3rd, Abilene, KS, 67410-0457

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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

Jeffrey engages in fiduciary activities, acting as attorney-in-fact, trustee, conservator, guardian, executor, or personal representative.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2013 - Present · 12 yrs 11 mos
Ameriprise Financial Services, LLC
November 2013 - Present · 12 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Benjamin F. Edwards & Company, INC.Broker
May 2013 - December 2013 · 7 mos
Benjamin F. Edwards & Company, Incorporated
May 2013 - December 2013 · 7 mos
Wells Fargo Advisors, LLC
January 2008 - May 2013 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.
March 2004 - January 2008 · 3 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
July 2003 - January 2008 · 4 yrs 6 mos
Sws Financial ServicesBroker
March 1996 - November 2001 · 5 yrs 8 mos
Brokers Transaction Services, INC.Broker
March 1996 - March 1996 · 0 mos
Kingland Capital CorporationBroker
January 1996 - March 1996 · 2 mos
Waddell & Reed, INC.Broker
February 1994 - November 1995 · 1 yr 9 mos
State Registrations9 states
ALIAKSMOMSNENVOKTX
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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