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Troy Nelson

30 Years of Experience
Plymouth, MI
1 DisclosureBroker

Troy Nelson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Plymouth, MI, with 30 years of industry experience. Troy 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

340 N Main Street Suite 302, Plymouth, MI, 48170

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History

Regulatory History (1)
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Customer Dispute
April 2004
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 16 yrs 11 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 11 mos
Previous Registrations
Ameriprise Advisor Services, INC.
May 2009 - October 2009 · 5 mos
Ameriprise Advisor Services, INC.Broker
May 2009 - October 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - May 2009 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1996 - May 2009 · 12 yrs 6 mos
Olde Discount CorporationBroker
April 1995 - November 1996 · 1 yr 7 mos
State Registrations7 states
CAFLGAKYMIOHTX
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.
Troy Nelson - Financial Advisor | TrueAdvisor