Amy Datema
Amy Datema is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Richardson, TX, with 25 years of industry experience. Amy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
2007 N Collins Blvd, Ste 401, Richardson, TX, 75080
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Amy operates her LPL business under the DBA MaxWealth Management. She also sells non-variable insurance products through American Equity and Ocean View Life and Annuity Company/Hanson Insurance, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Comerica Securities
Comerica SecuritiesBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations3 states
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
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