Brant Greene
Brant Greene is a registered investment advisor at Ameriprise Financial Services, LLC, based in Poulsbo, WA, with 31 years of industry experience. Brant 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
19793 Hamilton Court Ne, Ste 101, Poulsbo, WA, 98370
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business Activities
Brant has several business ownership roles, including managing Greene Cape Rental LLC and owning Greene Office Rental LLC and Greene Rentals LLC, all related to real estate investments. He also co-owns Cascadia Operations, LLC for financial planning operations and owns Brant O. Greene, PC to manage his Ameriprise business, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations26 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.