Craig Fertenbaugh
Craig Fertenbaugh is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jacksonville, FL, with 28 years of industry experience. Craig 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
10365 Hood Rd S Ste 206, Jacksonville, FL, 32257
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Regulatory History (1)
Customer Dispute
December 2010Other Business Activities
Craig owns commercial real estate and a consulting business focused on practice and payroll management. He also serves on the board of directors for Fertenbaugh and as a Youth Services Director, dedicating minimal time to each. Craig also participates in monthly meetings with Mandarin Oaks Elementary SAC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 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.