Lorie Kirtz
Lorie Kirtz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Buffalo Lake, MN, with 25 years of industry experience. Lorie 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
105 Main St N, Box 7, Buffalo Lake, MN, 55314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lorie is a co-owner of Kirtz Farms Inc, a hog operation, and serves on the board of directors for Kirtz. She also works as an EMT for the City of Hector and the City of Buffalo Lake/BL Ambulance, and is a director for the Buffalo Lake EDA, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.