Rufus Cressend
Rufus Cressend is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Metairie, LA, with 27 years of industry experience. Rufus 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
3939 N Causeway Blvd, Ste 401, Metairie, LA, 70002-1777
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Rufus owns RPC Management LLC, the LLC through which he operates his financial planning practice, and is the CEO of Ensemble Enterprise Partners, managing expenses related to his Ameriprise franchise; these activities each take about a third of his time. Rufus also owns Bilt Bayou LLC, focused on renovation design videos and construction, and is starting a podcast called "Constructive Interference" where he will interview CEOs and business owners.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations34 states
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
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