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Brian Orinick

31 Years of Experience
Denver, CO
Broker

Brian Orinick is a registered investment advisor at Ameriprise Financial Services, LLC, based in Denver, CO, with 31 years of industry experience. Brian 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

7979 E Tufts Ave, Ste 715, Denver, CO, 80237

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 7 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Rsm Mcgladrey, INC.
March 2003 - June 2003 · 3 mos
Ameriprise Advisor Services, INC.Broker
November 1994 - October 2009 · 14 yrs 11 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.