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CFP
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CFP

Chad Belitz

Ameriprise Financial Services, LLC
25 Years of Experience
Sioux Falls, SD
Broker
View SEC Summary
View SEC Summary

Chad Belitz is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Sioux Falls, SD, with 25 years of industry experience. Chad 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

5024 S Bur Oak Pl, Ste 117, Sioux Falls, SD, 57108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad owns a business at 7300 S. Moor Cross Dr since 2018, dedicating minimal time. He also serves as a board member for Glory House since 2013, spending a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLCBroker
October 2018 - Present · 8 yrs
Previous Registrations
Waddell & Reed
February 2001 - October 2018 · 17 yrs 8 mos
Waddell & ReedBroker
January 2001 - October 2018 · 17 yrs 9 mos
State Registrations19 states
AZCACOFLIAILMIMNMONEOHOKORSDTNTXVAWAWI
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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