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Laurens Rhinelander

Ameriprise Financial Services, LLC
26 Years of Experience
San Diego, CA
4 DisclosuresBroker
View SEC Summary
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Laurens Rhinelander is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 26 years of industry experience. Laurens 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

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
View Full SEC ReportHow to Read Disclosures
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 2 mos
Ameriprise Financial Services, LLC
August 2018 - Present · 8 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2018 - Present · 8 yrs 2 mos
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 Registrations17 states
ARAZCACOCTHIILINMINJNYORRISCTNTXWA
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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