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JL
CFP
JL
CFP

John Link

Ameriprise Financial Services, LLC
31 Years of Experience
Canonsburg, PA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

John Link is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Canonsburg, PA, with 31 years of industry experience. John 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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 · 23 yrs 2 mos
Ameriprise Financial Services, LLC
September 1995 - Present · 31 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 1995 - Present · 31 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
September 1995 - July 2006 · 10 yrs 10 mos
State Registrations16 states
CACOFLGAKYMAMDMINCNHNJOHORPASCWA
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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