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Laurens Rhinelander

26 Years of Experience
San Diego, CA
4 DisclosuresBroker

Laurens Rhinelander is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 26 years of industry experience. Laurens 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

4655 Executive Dr Ste 300, San Diego, CA, 92121-3123

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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.
Customer Dispute
November 2008
Settled
Customer Dispute
May 2008
Settled
Customer Dispute
May 2008
Settled
Customer Dispute
April 2008
Settled
Other Business Activities

Laurens owns a single-family real estate property in Kailua Kona, HI, since 2022. Laurens also has other business ownership interests in San Diego, CA, since 2006 and 2016, but these activities require minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2018 - Present · 8 yrs 1 mo
Ameriprise Financial Services, LLC
August 2018 - Present · 8 yrs 1 mo
Ameriprise Financial Services, LLCBroker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2008 - September 2018 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2008 - September 2018 · 10 yrs 4 mos
UBS Financial Services INC.
March 2000 - May 2008 · 8 yrs 2 mos
UBS Financial Services INC.Broker
February 2000 - May 2008 · 8 yrs 3 mos
State Registrations16 states
ARAZCACTHIILINMINJNYORRISCTNTXWA
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.