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Angelia Thomas

Ameriprise Financial Services, LLC
27 Years of Experience
Omaha, NE
1 DisclosureBroker
View SEC Summary
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Angelia Thomas is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 27 years of industry experience. Angelia 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

17310 Wright St, Ste 102, Omaha, NE, 68130-2405

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Angelia owns commercial real estate and other businesses, some investment-related. She also has outside employment with Momentum Partners LLC and Northstar Holding LLC, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 1999 - Present · 27 yrs 7 mos
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 Registrations30 states
ALAZCACOCTFLGAIAILKYLAMDMIMNMOMSNDNENJNVNYOHOKORPASDTXVAWAWI
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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