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ED
CFP
ED
CFP

Edward Donner

Ameriprise Financial Services, LLC
27 Years of Experience
Rockledge, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Edward Donner is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rockledge, FL, with 27 years of industry experience. Edward 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

7125 Turner Rd Ste 101, Rockledge, FL, 32955

Get directions

History

Regulatory History (2)
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 2018
Settled
Customer Dispute
November 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
February 2017 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
LPL Financial LLC
December 2005 - March 2017 · 11 yrs 3 mos
LPL Financial LLCBroker
December 2005 - March 2017 · 11 yrs 3 mos
Citigroup Global Markets INC.
January 2004 - December 2005 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
September 2003 - December 2005 · 2 yrs 3 mos
Edward JonesBroker
October 1999 - September 2003 · 3 yrs 11 mos
Waddell & Reed, INC.Broker
November 1998 - April 1999 · 5 mos
State Registrations22 states
ALAZCACOFLGAILINLAMIMOMTNCNJNVNYOHPATNTXVAWV
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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