MV
CFP · ChFC
MV
CFP · ChFC

Mark Vandersall

30 Years of Experience
Edina, MN
1 DisclosureBroker

Mark Vandersall is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 30 years of industry experience. Mark 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

7601 France Ave S, Ste 600, Edina, MN, 55435-5971

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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
July 2010
Settled
Other Business Activities

Mark is a secretary helping manage real estate for advisors in his office space since 2020. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 1995 - Present · 31 yrs 1 mo
Ameriprise Financial Services, LLC
August 1995 - Present · 31 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
August 1995 - July 2006 · 10 yrs 11 mos
State Registrations21 states
ARAZCACOFLGAHIILKYLAMNMONCNDNYSDTNTXVAWIWY
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.
Mark Vandersall - Financial Advisor | TrueAdvisor