Erika Puzik
Erika Puzik is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Los Angeles, CA, with 28 years of industry experience. Erika 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
6701 Center Dr W Ste 700, Los Angeles, CA, 90045-1547
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Erika is an independent insurance broker with Anthem Blue Cross since 2006, selling health insurance. She also owns a consulting business since 2018, dedicating minimal time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations20 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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