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AC
CFP
AC
CFP

Allan Cornman

Ameriprise Financial Services, LLC
29 Years of Experience
Reading, PA
Broker
View SEC Summary
View SEC Summary

Allan Cornman is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Reading, PA, with 29 years of industry experience. Allan 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
12908 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

4641 Pottsville Pike, Ste 108, Reading, PA, 19605-9707

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allan has business ownership interests, serves as a board member for Cornman, and is involved in outside employment with Legacy Financial Inc. These activities require minimal time each month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2011 - Present · 15 yrs 3 mos
Ameriprise Financial Services, LLC
July 2011 - Present · 15 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Tower Square Securities, INC.
August 2007 - July 2011 · 3 yrs 11 mos
Tower Square Securities, INC.Broker
April 1999 - July 2011 · 12 yrs 3 mos
Nylife Securities INC.Broker
March 1997 - April 1999 · 2 yrs 1 mo
State Registrations13 states
AZCOFLMDMIMNNCNJPASDTXWVWY
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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