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Mark Meyer

27 Years of Experience
Columbia, TN
1 DisclosureBroker

Mark Meyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbia, TN, with 27 years of industry experience. Mark 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

816 S Garden St, Columbia, TN, 38401

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History

Regulatory History (1)
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
July 2013
Denied
Other Business Activities

Mark is involved with the Middle Tennessee Football Officials Association since 1998, dedicating minimal time. He also works at First Farmers & Merchants Bank since 2017, dedicating about a third of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLC
June 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Investment Professionals, INC.
April 2017 - September 2018 · 1 yr 5 mos
Investment Professionals, INC.Broker
April 2017 - September 2018 · 1 yr 5 mos
Fifth Third Securities, INC.
August 2010 - April 2017 · 6 yrs 8 mos
Fifth Third Securities, INC.Broker
August 2010 - April 2017 · 6 yrs 8 mos
Suntrust Investment Services, INC.
September 2006 - August 2010 · 3 yrs 11 mos
Suntrust Investment Services, INC.Broker
September 2006 - August 2010 · 3 yrs 11 mos
Ing Financial Advisers, LLC
December 2004 - August 2006 · 1 yr 8 mos
Ing Financial Advisers, LLCBroker
December 2004 - August 2006 · 1 yr 8 mos
Powelljohnson
January 2004 - October 2004 · 9 mos
Powelljohnson
April 2003 - January 2004 · 9 mos
PowelljohnsonBroker
December 2002 - October 2004 · 1 yr 10 mos
UBS Painewebber INC.
May 2002 - February 2003 · 9 mos
UBS Painewebber INC.Broker
August 2000 - May 2002 · 1 yr 9 mos
J.C. Bradford & CO.Broker
May 2000 - August 2000 · 3 mos
J.C. Bradford & CO.Broker
June 1998 - April 2000 · 1 yr 10 mos
State Registrations23 states
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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.