Peter Heidt
Peter Heidt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 29 years of industry experience. Peter 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
5200 Town Center Cir Ste 600, Boca Raton, FL, 33486-1045
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Peter owns a single-family real estate property and is the owner of Elysse 1, LLC, both not investment-related. He is also an advisory board member for Heidt, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations25 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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