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 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
281A S. Main Street, Zumbrota, MN, 55992
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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.
Exams
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