DV
CFP
DV
CFP

David Vanderploeg

26 Years of Experience
Portland, OR
Broker

David Vanderploeg is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, OR, with 26 years of industry experience. David 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.

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
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Location

825 NE Multnomah St Ste 925, Portland, OR, 97232

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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

David has business ownership in two entities. These activities are investment-related and take about a quarter of his time each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2008 - Present · 18 yrs 9 mos
Ameriprise Financial Services, LLC
July 2002 - Present · 24 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 2002 - July 2006 · 4 yrs
American Express Financial Advisors INC.Broker
December 1999 - December 2001 · 2 yrs
Ids Life Insurance CompanyBroker
December 1999 - December 2001 · 2 yrs
State Registrations21 states
ARAZCACODCFLGAIAIDLAMOMTNCNVNYOKORTNTXWAWY
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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