Beau Erickson
Beau Erickson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Duluth, MN, with 23 years of industry experience. Beau 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
227 W 1st St, Ste 900, Duluth, MN, 55802
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Beau owns single-family real estate, bare land, and commercial property, some of which are investment-related. He also owns HHLLNT, an LLC that collects and distributes rent and other Ameriprise business-related expenses, but this is not investment-related and takes minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 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.