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Detlef Schoeppler

Ameriprise Financial Services, LLC
30 Years of Experience
Tampa, FL
13 DisclosuresBroker
View SEC Summary
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Detlef Schoeppler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 30 years of industry experience. Detlef 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

501 S Dakota Ave Ste 1, Tampa, FL, 33606-2579

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History

Regulatory History (13)
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
August 2012
Denied
Customer Dispute
June 2011
Denied
Customer Dispute
July 2008
Denied
Judgment / Lien
August 2007
Judgment / Lien
May 2006
Customer Dispute
October 2005
Settled
Customer Dispute
June 2004
Denied
Customer Dispute
November 2003
Settled
Customer Dispute
July 2003
Denied
Customer Dispute
April 2001
Settled
Customer Dispute
February 2001
Settled
Customer Dispute
June 1999
Denied
Criminal
January 1987
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Detlef has a business ownership activity that started in 2014, but details are not provided. He spends no time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 1998 - Present · 28 yrs 9 mos
Ameriprise Financial Services, LLCBroker
June 1996 - Present · 30 yrs 4 mos
Ameriprise Financial Services, LLC
June 1996 - Present · 30 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
June 1996 - July 2006 · 10 yrs 1 mo
State Registrations20 states
CACTFLGAILINKSLAMAMONCNHNJNYOHPARISCTXWV
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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