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LB
CFP
LB
CFP

Louis Burnley

Ameriprise Financial Services, LLC
27 Years of Experience
Exton, PA
Broker
View SEC Summary
View SEC Summary

Louis Burnley is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Exton, PA, with 27 years of industry experience. Louis 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
12908 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

740 Springdale Drive, Ste 205, Exton, PA, 19341-2835

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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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Other Business Activities

Louis is involved in several outside business activities, including business ownership, serving as a board member for Burnley, and outside employment with Mile Marker 255, LLC. These activities require varying time commitments, ranging from minimal to about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2003 - Present · 23 yrs
Ameriprise Financial Services, LLC
January 1999 - Present · 27 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 1999 - July 2006 · 7 yrs 6 mos
State Registrations32 states
AZCACOCTDCDEFLGAILINKYLAMAMDMEMIMONCNHNJNYOHOKPARISCTNTXUTVAWAWV
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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