Craig Walling
Craig Walling is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wayne, NE, with 27 years of industry experience. Craig 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
212 Main St, Wayne, NE, 68787
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig owns commercial real estate and serves as Treasurer on the Board of Directors for Walling. He also holds the position of President at Walling, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations14 states
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