RM
CFP
RM
CFP

Rudolf Molnar

26 Years of Experience
New Port Richey, FL
3 DisclosuresBroker

Rudolf Molnar is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in New Port Richey, FL, with 26 years of industry experience. Rudolf 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

5701 Main St, New Port Richey, FL, 34652

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2013
Final
Regulatory
May 2012
Final
Regulatory
March 2012
Final
Other Business Activities

Rudolf has multiple business activities, including business ownership at 151 107th Ave, Suite 1 Treasure Island, FL since 2019, taking about a quarter of his time. He also has outside employment with Gulf2Bay Enterprises Inc. and Certainty of the Uncertainty, LLC.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 2 mos
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Securities America, INC.Broker
April 2009 - September 2011 · 2 yrs 5 mos
The Variable Annuity Marketing CompanyBroker
August 2000 - December 2001 · 1 yr 4 mos
Aig Retirement Advisors, INC.
May 1999 - March 2009 · 9 yrs 10 mos
Aig Retirement Advisors, INC.Broker
May 1999 - March 2009 · 9 yrs 10 mos
Public Employees Equities Services CompanyBroker
May 1999 - March 2000 · 10 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.
Rudolf Molnar - Financial Advisor | TrueAdvisor