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Brent Makarczyk

Ameriprise Financial Services, LLC
25 Years of Experience
Kingston, PA
3 DisclosuresBroker
View SEC Summary
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Brent Makarczyk is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kingston, PA, with 25 years of industry experience. Brent 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

575 Pierce St Ste 501, Kingston, PA, 18704

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2022
Settled
Customer Dispute
February 2022
Settled
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brent owns real estate, is involved in financial planning through FFLIH, LLC, and coaches advisors through INetwork NY, LLC. He also co-owns Inspire Tax LLC and ICN Holdings LLC, dedicating varying amounts of time to each endeavor.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2003 - Present · 23 yrs 3 mos
Ameriprise Financial Services, LLC
February 2002 - Present · 24 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2002 - Present · 24 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 2002 - July 2006 · 4 yrs 5 mos
Pruco Securities CorporationBroker
May 2001 - November 2001 · 6 mos
State Registrations28 states
AZCOCTDCDEFLGAILINMAMDMEMIMSMTNCNJNVNYOHPASCTXVAVTWAWIWV
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.
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