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CFP

Seymour Loving

Ameriprise Financial Services, LLC
26 Years of Experience
Lake Elmo, MN
Broker
View SEC Summary
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Seymour Loving is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Elmo, MN, with 26 years of industry experience. Seymour 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

8530 Eagle Point Blvd, Ste 225, Lake Elmo, MN, 55042-8652

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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.

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Other Business Activities

Seymour is a finance committee member on the board of directors for Loving since 2012, dedicating minimal time. He is also a Scoutmaster for the Boy Scouts of America since 2014, spending a few hours per week during trading hours and about 10-20% of his time overall.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2011 - Present · 14 yrs 11 mos
Ameriprise Financial Services, LLC
November 2011 - Present · 14 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Edward Jones
September 2007 - November 2011 · 4 yrs 2 mos
Edward JonesBroker
January 2000 - November 2011 · 11 yrs 10 mos
State Registrations24 states
AKAZFLGAIAILINMDMIMNMOMSNCNJNYORPARISCTXVAWAWIWY
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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