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Gary Harr

Ameriprise Financial Services, LLC
30 Years of Experience
Gainesville, GA
2 DisclosuresBroker
View SEC Summary
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Gary Harr is a registered investment advisor at Ameriprise Financial Services, LLC, based in Gainesville, GA, with 30 years of industry experience. Gary 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
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
—
View Full SEC Brochure

Location

723 Washington St Sw, Ste 5, Gainesville, GA, 30501

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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.
Regulatory
February 2024
Final
Customer Dispute
February 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary owns commercial real estate since 2012 and is setting up an LLC to own the building where his Ameriprise practice operates since 2013, dedicating minimal time to these activities. He also provides consulting services and works as an owner at Harr and Associates, spending about a quarter of his time on each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2003 - Present · 23 yrs 7 mos
Ameriprise Financial Services, LLCBroker
November 1995 - Present · 30 yrs 11 mos
Ameriprise Financial Services, LLC
November 1995 - Present · 30 yrs 11 mos
Previous Registrations
Ids Life Insurance CompanyBroker
October 2000 - July 2006 · 5 yrs 9 mos
State Registrations14 states
ALFLGAKYMDNCNENJPASCTNTXUTVA
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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