Karolin Lex
Karolin Lex is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Zumbrota, MN, with 31 years of industry experience. Karolin 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
281A S. Main Street, Zumbrota, MN, 55992
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business Activities
Karolin is a board member of Lex since 2016 and a member of the Financial Planning Association of MN since 2018. She is also the Development Committee Co-Chairperson for the National Professional Agricultural Student Organization since August 2024, dedicating about 10-20% of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations15 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.