Jeremy Elbert
Jeremy Elbert is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fargo, ND, with 25 years of industry experience. Jeremy 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
4627 44th Ave S Ste 103, Fargo, ND, 58104
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Jeremy owns real estate (land) since 2006 and a hobby farm since 2021. The hobby farm, run as a sole proprietorship, takes a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations17 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.