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Joseph Siekierda

27 Years of Experience
Adrian, MI
Broker

Joseph Siekierda is a registered investment advisor at Ameriprise Financial Services, LLC, based in Adrian, MI, with 27 years of industry experience. Joseph 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

1042 Sutton Rd, Ste 2B, Adrian, MI, 49221-8344

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2005 - Present · 21 yrs
Ameriprise Financial Services, LLC
May 2005 - Present · 21 yrs
Ameriprise Financial Services, LLCBroker
May 2005 - Present · 21 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
May 2005 - July 2006 · 1 yr 2 mos
Compass Capital Asset Management
March 2005 - April 2005 · 1 mo
Uvest Financial Services Group, INC.Broker
March 2005 - April 2005 · 1 mo
Vision Investment Services, INC.Broker
May 2004 - March 2005 · 10 mos
Mcdonald Investments INC.
October 1999 - May 2004 · 4 yrs 7 mos
Mcdonald Investments INC.Broker
May 1999 - May 2004 · 5 yrs
Key Investments INC.Broker
July 1998 - May 1999 · 10 mos
State Registrations5 states
FLMINCNMOH
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.
Joseph Siekierda - Financial Advisor | TrueAdvisor