Debra Weisz
Debra Weisz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bismarck, ND, with 25 years of industry experience. Debra 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
125 Buckskin Ave Ste 200, Bismarck, ND, 58503
Get directionsHistory
Regulatory History (4)
Financial
June 2017Financial
June 2017Financial
April 2017Financial
November 2016Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Investment Centers of America, INC.Broker
State Registrations1 state
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.