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Heather Link

Ameriprise Financial Services, LLC
27 Years of Experience
Bettendorf, IA
1 DisclosureBroker
View SEC Summary
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Heather Link is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bettendorf, IA, with 27 years of industry experience. Heather 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2525 Kimberly Rd, Ste 2, Bettendorf, IA, 52722-3538

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History

Regulatory History (1)
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Criminal
July 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
April 1999 - Present · 27 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 1999 - Present · 27 yrs 6 mos
Ameriprise Financial Services, LLC
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
April 1999 - July 2006 · 7 yrs 3 mos
State Registrations20 states
ALARAZCAFLIAILKSKYLAMAMIMNMOOKORPATNTXWI
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.
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