AJ
CFP
AJ
CFP

Adrian Johnson

26 Years of Experience
Edina, MN
Broker

Adrian Johnson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 26 years of industry experience. Adrian 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.

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
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Location

7601 France Ave S, Ste 630, Edina, MN, 55435-5968

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2012 - Present · 13 yrs 11 mos
Ameriprise Financial Services, LLC
February 2011 - Present · 15 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2011 - Present · 15 yrs 8 mos
Previous Registrations
Riversource Distributors, INC.Broker
January 2007 - February 2011 · 4 yrs 1 mo
Ameriprise Financial Services, INC.Broker
August 2000 - January 2007 · 6 yrs 5 mos
Ids Life Insurance CompanyBroker
August 2000 - July 2006 · 5 yrs 11 mos
State Registrations15 states
CADCIAIDILMNMTNDNENMNYSDTXVAWI
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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