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Erin Scannell

26 Years of Experience
Mercer Island, WA
1 DisclosureBroker

Erin Scannell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mercer Island, WA, with 26 years of industry experience. Erin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

2630 77th Ave SE Ste 110, Mercer Island, WA, 98040

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History

Regulatory History (1)
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Customer Dispute
March 2014
Denied
Other Business Activities

Erin owns commercial real estate and is the CEO of Kid Exercises, an app focused on teaching children financial literacy. She also manages her Ameriprise business and serves as Vice Chair on the Board of Directors for Scannell.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 1999 - Present · 26 yrs 10 mos
Ameriprise Financial Services, LLC
April 1999 - Present · 27 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
April 1999 - July 2006 · 7 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.