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Debra Weisz

Ameriprise Financial Services, LLC
25 Years of Experience
Bismarck, ND
4 DisclosuresBroker
View SEC Summary
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Debra Weisz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bismarck, ND, with 25 years of industry experience. Debra 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
12955 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

125 Buckskin Ave Ste 200, Bismarck, ND, 58503

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History

Regulatory History (4)
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.
Financial
June 2017
Final
Financial
June 2017
Final
Financial
April 2017
Final
Financial
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Debra is a salary employee at LFP Consulting since 2018. This investment-related activity takes about a third of her time, approximately 60 hours per month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2024 - Present · 2 yrs
Ameriprise Financial Services, LLC
February 2018 - Present · 8 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Investment Centers of America, INC.Broker
September 2000 - January 2018 · 17 yrs 4 mos
State Registrations1 state
ND
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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