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CFP
EL
CFP

Eric Lantz

Ameriprise Financial Services, LLC
28 Years of Experience
Alexandria, VA
Broker
View SEC Summary
View SEC Summary

Eric Lantz is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Alexandria, VA, with 28 years of industry experience. Eric 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

2000 Duke St Ste 300, Alexandria, VA, 22314

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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

Eric is involved in two outside business activities. He owns an investment-related business and is also involved with the Eddington Terrace Owners' Association, dedicating minimal time to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 1998 - Present · 28 yrs 1 mo
Ameriprise Financial Services, LLC
May 1998 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 1998 - Present · 28 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
May 1998 - July 2006 · 8 yrs 2 mos
State Registrations24 states
AZCACOCTDCFLGAHIIDMAMDMTNCNJNMNYPARISCTNTXVAWAWV
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.
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More financial advisors in Alexandria, VA →All financial advisors in Virginia →
Eric Lantz - Financial Advisor | TrueAdvisor