CS
CFP
CS
CFP

C Saacke

31 Years of Experience
Katy, TX
Broker

C Saacke is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Katy, TX, with 31 years of industry experience. C 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2900 Commercial Center Blvd, Ste 110, Katy, TX, 77494-6581

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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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 1998 - Present · 28 yrs 2 mos
Ameriprise Financial Services, LLC
August 1998 - Present · 28 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 1998 - Present · 28 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1998 - July 2006 · 7 yrs 11 mos
Fortis Investors, INC.Broker
July 1995 - August 1998 · 3 yrs 1 mo
State Registrations18 states
AZCACODCFLGAHIIAIDILLAMONCOKORTNTXVA
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.
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