TrueAdvisor
TrueAdvisor
HV
CFP
HV
CFP

Hema Vyas

Ameriprise Financial Services, LLC
25 Years of Experience
Evansville, IN
Broker
View SEC Summary
View SEC Summary

Hema Vyas is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Evansville, IN, with 25 years of industry experience. Hema 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 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
—
View Full SEC Brochure

Location

7517 Eagle Crest Blvd, Evansville, IN, 47715

Get directions

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 →
Other Business Activities

Hema has business ownership activities, dedicating minimal time to them. She also has outside employment with Hayes, Powers & Associates LLC, spending about a third of her time on this.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
February 2006 - Present · 20 yrs 8 mos
Ameriprise Financial Services, LLC
February 2006 - Present · 20 yrs 8 mos
Ameriprise Financial Services, LLC
February 2006 - Present · 20 yrs 8 mos
Previous Registrations
MML Investors Services, INC.Broker
July 2005 - February 2006 · 7 mos
Banc of America Investment Services, INC.Broker
November 2003 - July 2004 · 8 mos
Charles Schwab & CO., INC.Broker
February 2000 - August 2003 · 3 yrs 6 mos
State Registrations1 state
IN
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.
More Advisors
More financial advisors in Evansville, IN →All financial advisors in Indiana →