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Leilani Borer

Ameriprise Financial Services, LLC
26 Years of Experience
Carson City, NV
2 DisclosuresBroker
View SEC Summary
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Leilani Borer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Carson City, NV, with 26 years of industry experience. Leilani 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

709 E Telegraph St, Carson City, NV, 89701

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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.
Regulatory
October 2007
Final
Regulatory
June 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Leilani owns multiple real estate properties and serves as Vice-President on the Board of Directors for Borer. She also works as a Community Programs Director for labarre studios, dedicating a few hours per week to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLC
February 2009 - Present · 17 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2009 - Present · 17 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 2000 - December 2008 · 8 yrs 8 mos
Ameriprise Financial Services, INC.Broker
March 2000 - December 2008 · 8 yrs 9 mos
Ids Life Insurance CompanyBroker
March 2000 - July 2006 · 6 yrs 4 mos
State Registrations5 states
ARCAMANVUT
AdvisorBroker

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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