AG
AG

Angela Grabovsky

27 Years of Experience
Indianapolis, IN
2 DisclosuresBrokerSells Insurance

Angela Grabovsky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Indianapolis, IN, with 27 years of industry experience. Angela 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

8945 N Meridian St Ste 200, Indianapolis, IN, 46260

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2024
Denied
Customer Dispute
August 2013
Denied
Other Business ActivitiesSells Insurance

Angela is an independent insurance broker with AFLAC since 2020 and spends a few hours per week on this. She also engages in tax preparation and consulting, spending about 10-20% of her time on consulting.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1998 - Present · 27 yrs 9 mos
Ameriprise Financial Services, LLC
April 1998 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLCBroker
April 1998 - Present · 28 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
April 1998 - July 2006 · 8 yrs 3 mos
State Registrations30 states
ALAZCACOCTFLGAILINKSKYLAMAMDMIMNMONCNMNYOHORPASCSDTNTXVAWAWI
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.