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Brian Ewell

12 Years of Experience
Henderson, NV
Broker

Brian Ewell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Henderson, NV, with 12 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

2495 Village View Dr Ste 200, Henderson, NV, 89074

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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 the President of the Boulder Dam Chapter of Ewell, serving on the Board of Directors. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Ameriprise Financial Services, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
February 2015 - June 2023 · 8 yrs 4 mos
Edward JonesBroker
February 2015 - June 2023 · 8 yrs 4 mos
Edward Jones
November 2014 - November 2014 · 0 mos
Edward JonesBroker
September 2014 - November 2014 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - August 1999 · 1 yr 6 mos
State Registrations14 states
AKAZCACOFLMIMNMSNVOHOKORTXUT
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.