Jodi Tanner
Jodi Tanner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cape Coral, FL, with 24 years of industry experience. Jodi 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
2512 Skyline Blvd, Cape Coral, FL, 33914-7712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jodi works as a bookkeeper for Diplomat Wesleyan Church and was a personal assistant to Bud Krater, managing his LED sign and sales tax (transitioning out of this role). She is also a financial advisor with IncredibleWealth, employed by IncredibleBank, dedicating about a third of her time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations3 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.