Heather Link
Heather Link is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bettendorf, IA, with 27 years of industry experience. Heather 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2525 Kimberly Rd, Ste 2, Bettendorf, IA, 52722-3538
Get directionsHistory
Regulatory History (1)
Criminal
July 1994Other Business Activities
Heather is a member of Momentum Partners LLC for expense management and operational infrastructure, dedicating minimal time. She also works as an aerobic instructor at the YMCA and coordinates Dave Ramsey's Financial Peace University at North Ridge Community Church, each requiring minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations19 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.