Jeffry Thomsen
Jeffry Thomsen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Silverdale, WA, with 29 years of industry experience. Jeffry 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
9951 Mickelberry Rd NW Ste 127, Silverdale, WA, 98383
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
February 2019Customer Dispute
March 2009Customer Dispute
June 2006Customer Dispute
May 2006Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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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