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CFP
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CFP

David Studer

Ameriprise Financial Services, LLC
29 Years of Experience
Tacoma, WA
Broker
View SEC Summary
View SEC Summary

David Studer is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tacoma, WA, with 29 years of industry experience. David 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
12955 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

2323 N 30th St Ste 100, Tacoma, WA, 98403

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 8 mos
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
First Command Advisory Services
December 2015 - March 2024 · 8 yrs 3 mos
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
April 2004 - September 2005 · 1 yr 5 mos
First Command Financial Planning, INC.
February 2001 - April 2004 · 3 yrs 2 mos
First Command Brokerage Services, INC.Broker
September 1997 - March 2024 · 26 yrs 6 mos
State Registrations40 states
AKALARAZCACOCTDEFLGAHIIAIDINKSMDMEMNMOMTNCNDNENHNMNVNYOHOKORPASCSDTNTXVAVTWAWIWY
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.
More Advisors
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