Jeric Wisecup
Jeric Wisecup is a registered investment advisor at Ameriprise Financial Services, LLC, based in Miamisburg, OH, with 26 years of industry experience. Jeric 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
10050 Innovation Dr, Ste 310, Miamisburg, OH, 45342-4933
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2022Judgment / Lien
August 2019Other Business Activities
Jeric has several outside business activities, including business ownership since 2005, another "other" activity since 2021, serving as a board member for Wisecup, and outside employment with West Carrollton Schools since 2013. These activities take up minimal time to about 10-20% of Jeric's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations10 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.