Heather Mariotti
Heather Mariotti is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bloomington, IL, with 29 years of industry experience. Heather 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
204 N Prospect Rd, Bloomington, IL, 61704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather serves as Treasurer on the Board of Directors for Mariotti since June 2023, dedicating minimal time. She also works full-time as a Vice President and Wealth Advisor for the Trust Department at First State Bank and Trust since April 2025.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Investment Professionals, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations12 states
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