JL
CFP
JL
CFP

John Link

30 Years of Experience
Canonsburg, PA
2 DisclosuresBroker

John Link is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Canonsburg, PA, with 30 years of industry experience. John 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

375 Southpointe Blvd, Ste 230, Canonsburg, PA, 15317

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History

Regulatory History (2)
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 2001
Denied
Customer Dispute
July 2001
Denied
Other Business Activities

John is a board member at-large for Link since 2022, dedicating minimal time. He is also the President-Elect of John D since 2021, also dedicating minimal time. Furthermore, John is an associate/employee at Second Base Advisors, LLC providing investment research analysis and advice, spending about a third of his time there.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2003 - Present · 22 yrs 9 mos
Ameriprise Financial Services, LLCBroker
September 1995 - Present · 30 yrs 8 mos
Ameriprise Financial Services, LLC
September 1995 - Present · 30 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
September 1995 - July 2006 · 10 yrs 10 mos
State Registrations16 states
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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.
John Link - Financial Advisor | TrueAdvisor