Edward Donner
Edward Donner is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rockledge, FL, with 26 years of industry experience. Edward 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
7125 Turner Rd Ste 101, Rockledge, FL, 32955
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2018Customer Dispute
November 2001Other Business Activities
Edward owns multiple real estate properties and a legal entity to manage his Ameriprise business. He also serves as a board member for Donner, dedicating minimal time to this role, and spends about a third of his time managing his Ameriprise business.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
Waddell & Reed, INC.Broker
State Registrations21 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.