LS
LS

Louis Schuster

31 Years of Experience
Gilbert, AZ
Broker

Louis Schuster is a registered investment advisor at Ameriprise Financial Services, LLC, based in Gilbert, AZ, with 31 years of industry experience. Louis 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

161 E Rivulon Blvd Ste 108, Gilbert, AZ, 85297

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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
June 2014 - Present · 11 yrs 11 mos
Ameriprise Financial Services, LLC
June 2014 - Present · 11 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - June 2014 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - June 2014 · 3 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 2009 - September 2010 · 11 mos
Ameriprise Financial Services, INC.
October 2009 - September 2010 · 11 mos
Ameriprise Advisor Services, INC.
September 2003 - October 2009 · 6 yrs 1 mo
Ameriprise Advisor Services, INC.Broker
July 1995 - October 2009 · 14 yrs 3 mos
Dickinson & CO.Broker
May 1995 - June 1995 · 1 mo
Securities America, INC.Broker
November 1994 - May 1995 · 6 mos
State Registrations41 states
AKARAZCACOFLGAHIIAIDILINKSKYMDMEMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
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.
Louis Schuster - Financial Advisor | TrueAdvisor