Alexis Lenssen
Alexis Lenssen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Daytona Beach, FL, with 29 years of industry experience. Alexis 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1 Daytona Blvd Ste 270 FL 2nd, Daytona Beach, FL, 32114
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations34 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.
Exams
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