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Andrew Thacker

25 Years of Experience
Newburgh, IN
Broker

Andrew Thacker is a registered investment advisor at Ameriprise Financial Services, LLC, based in Newburgh, IN, with 25 years of industry experience. Andrew 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

8859 High Pointe Dr, Newburgh, IN, 47630-7964

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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

Andrew owns BNR Properties, LLC for real estate holding purposes and oversees operations and employee management for Operations Management Group. He also serves as a board member for Thacker, dedicating minimal time to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2003 - Present · 22 yrs 7 mos
Ameriprise Financial Services, LLCBroker
January 2002 - Present · 24 yrs 4 mos
Ameriprise Financial Services, LLC
January 2002 - Present · 24 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 2002 - July 2006 · 4 yrs 6 mos
Ids Life Insurance CompanyBroker
April 2000 - July 2001 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
April 2000 - July 2001 · 1 yr 3 mos
State Registrations33 states
AKALARAZCACOCTFLGAILINKSKYLAMDMIMNMOMSNCNENJNVNYOHORSCTNTXVAWAWVWY
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.
Andrew Thacker - Financial Advisor | TrueAdvisor