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Jeric Wisecup

Ameriprise Financial Services, LLC
26 Years of Experience
Miamisburg, OH
2 DisclosuresBroker
View SEC Summary
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Jeric Wisecup is a registered investment advisor at Ameriprise Financial Services, LLC, based in Miamisburg, OH, with 26 years of industry experience. Jeric 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

10050 Innovation Dr, Ste 310, Miamisburg, OH, 45342-4933

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History

Regulatory History (2)
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.
Judgment / Lien
August 2022
Judgment / Lien
August 2019
View Full SEC ReportHow to Read Disclosures
Other 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
December 1999 - Present · 26 yrs 10 mos
Ameriprise Financial Services, LLC
October 1999 - Present · 27 yrs
Ameriprise Financial Services, LLCBroker
October 1999 - Present · 27 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
October 1999 - July 2006 · 6 yrs 9 mos
State Registrations10 states
FLGAIAINKYMNNYOHPATX
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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