Rachel Cadichon
Rachel Cadichon is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lonsdale, MN, with 23 years of industry experience. Rachel 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
Lonsdale, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel owns an entity used to pay staff, dedicating about 35% of her time to it. She also owns another business and spends about 10-20% of her time on tasks related to client transitions and servicing clients from acquisitions within her Ameriprise practice.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
First Investors CorporationBroker
State Registrations10 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.