MS
MS

Mitchell Semans

23 Years of Experience
Hamlet, IN
1 DisclosureBroker

Mitchell Semans is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hamlet, IN, with 23 years of industry experience. Mitchell 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.

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
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Location

12 W Davis St, Hamlet, IN, 46532

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History

Regulatory History (1)
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Judgment / Lien
September 2023
Other Business Activities

Mitchell owns commercial real estate since 2018 and is a board member of Semans since 1998, dedicating minimal time to the latter. Mitchell and his wife plan to sell antiques, dedicating minimal time to this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2003 - Present · 23 yrs 2 mos
Ameriprise Financial Services, LLC
February 2003 - Present · 23 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2003 - Present · 23 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 2003 - July 2006 · 3 yrs 5 mos
State Registrations13 states
AZCOFLGAILINMIMONCOHTXUTWV
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.