JL
JL

Joel Leyden

31 Years of Experience
Winner, SD
1 DisclosureBroker

Joel Leyden is a registered investment advisor at Ameriprise Financial Services, LLC, based in Winner, SD, with 31 years of industry experience. Joel 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
12955 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

214 E 2nd St, Winner, SD, 57580

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2000
Settled
Other Business Activities

Joel owns real estate, farm/ranch land, and several LLCs involved in agriculture, property management, and financial planning. He dedicates varying amounts of time to these activities, ranging from minimal time to about a quarter of his time for A&I Holdings, LLC.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2002 - Present · 23 yrs 11 mos
Ameriprise Financial Services, LLC
May 1995 - Present · 31 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 1995 - Present · 31 yrs 5 mos
Previous Registrations
American Express Financial Advisors, INC.
January 1999 - November 2002 · 3 yrs 10 mos
Ids Life Insurance CompanyBroker
May 1995 - July 2006 · 11 yrs 2 mos
State Registrations30 states
AZCACOFLIAILKSKYMAMEMIMNMOMTNCNDNENMNVNYOKORPASCSDTXVAWAWIWY
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.