Thomas Stout
Thomas Stout is a registered investment advisor at Ameriprise Financial Services, LLC, based in Murrieta, CA, with 19 years of industry experience. Thomas 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
39168 Winchester Rd, Murrieta, CA, 92563-3500
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Other Business Activities
Thomas owns multiple single-family real estate properties. He also works as a financial advisor at North Island Credit Union, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Navy Federal Brokerage Services LLC
Navy Federal Brokerage Services, LLCBroker
Navy Federal Asset Management, LLC
Comerica SecuritiesBroker
Comerica Securities
Contango Capital Advisors
State Registrations4 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.