Scott Erkfitz
Scott Erkfitz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Noblesville, IN, with 26 years of industry experience. Scott 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
23 S 8th St Ste 1200, Noblesville, IN, 46060
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2016Customer Dispute
November 2009Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations19 states
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
More Advisors
- Gregory LuttermanAmeriprise Financial Services, LLC
- Andrew Foster, CFPPremiere Management
- Rey Dues, CFPCharles Schwab & CO., INC.
- Bret Horsfield, CFPCorient
- Evan Werckenthien, CFP
- James Castagna, CFPNoble Financial Advisors LLC