Richard Juergensen
Richard Juergensen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hunt Valley, MD, with 26 years of industry experience. Richard 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
11350 Mccormick Rd, EXECUTIVE PLAZA I Ste 500, Hunt Valley, MD, 21031-1002
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2007Other Business Activities
Richard owns J&R Juergensen, INC and manages the Ameriprise business, dedicating a few hours per week. He is also a council member for Juergensen and treasurer for another entity, each requiring minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations46 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
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