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Detlef Schoeppler

29 Years of Experience
Tampa, FL
13 DisclosuresBroker

Detlef Schoeppler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 29 years of industry experience. Detlef 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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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
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 8 mos
Ameriprise Financial Services, LLC
June 1996 - Present · 30 yrs 3 mos
Ameriprise Financial Services, LLCBroker
June 1996 - Present · 30 yrs 3 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.