BC
BC

Brian Cahill

15 Years of Experience
Oakbrook Terrace, IL
Broker

Brian Cahill is a registered investment advisor at Ameriprise Financial Services, LLC, based in Oakbrook Terrace, IL, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1 Oakbrook Terrace Suite 700, Oakbrook Terrace, IL, 60181

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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

Brian is a co-owner of Absolute Group LLC and owner of Ampelon Inc, managing his Ameriprise business. He also serves as the committee chair for BSA Troop 229, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLC
September 2018 - Present · 8 yrs
Ameriprise Financial Services, LLCBroker
September 2018 - Present · 8 yrs
Previous Registrations
Citicorp Investment Services
April 2005 - November 2006 · 1 yr 7 mos
Citicorp Investment ServicesBroker
April 2005 - November 2006 · 1 yr 7 mos
Harris Investor Services LLCBroker
April 2003 - August 2003 · 4 mos
Harris Investor Services LLC
April 2003 - August 2003 · 4 mos
American Express Financial Advisors, INC.
June 1998 - March 2003 · 4 yrs 9 mos
American Express Financial Advisors INC.Broker
May 1998 - March 2003 · 4 yrs 10 mos
Ids Life Insurance CompanyBroker
May 1998 - March 2003 · 4 yrs 10 mos
Olde Discount CorporationBroker
August 1997 - May 1998 · 9 mos
State Registrations30 states
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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.