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 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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.