BH
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Bryan Harasty

22 Years of Experience
Indianapolis, IN
Broker

Bryan Harasty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Indianapolis, IN, with 22 years of industry experience. Bryan 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

8900 Keystone Crossing, Ste 400, Indianapolis, IN, 46240-2129

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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

Bryan owns BHG Operations and manages his Ameriprise business. These investment-related activities take a few hours per week and do not occur during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2020 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLC
August 2020 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Edward JonesBroker
April 2018 - August 2020 · 2 yrs 4 mos
Edward Jones
April 2018 - August 2020 · 2 yrs 4 mos
Invesco Advisers, INC.
August 2010 - February 2018 · 7 yrs 6 mos
Invesco Distributors, INC.Broker
June 2010 - February 2018 · 7 yrs 8 mos
Van Kampen Funds INC.Broker
November 2005 - June 2010 · 4 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - November 2005 · 4 mos
Banc One Securities CorporationBroker
December 2004 - July 2005 · 7 mos
Fidelity Brokerage Services, INC.Broker
December 1997 - March 1999 · 1 yr 3 mos
State Registrations6 states
ALFLILINOHTN
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.