JS
CFP
JS
CFP

John Sulhoff

25 Years of Experience
Gainesville, GA
Broker

John Sulhoff is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Gainesville, GA, with 25 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

Loading...

Location

329 Oak St Ste 202, Gainesville, GA, 30501

Get directions

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.

Learn about disclosures →
Other Business Activities

John has two outside business activities. One is investment-related and the other is not, each taking a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Ameriprise Financial Services, LLC
October 2019 - Present · 6 yrs 7 mos
Ameriprise Financial Services, LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
The Strategic Financial Alliance
August 2010 - October 2019 · 9 yrs 2 mos
The Strategic Financial Alliance, INC.Broker
June 2010 - October 2019 · 9 yrs 4 mos
Oneamerica Securities, INC.
March 2003 - July 2010 · 7 yrs 4 mos
Oneamerica Securities, INC.Broker
June 2002 - July 2010 · 8 yrs 1 mo
American General Securities IncorporatedBroker
February 2001 - June 2002 · 1 yr 4 mos
State Registrations12 states
ALAZCOFLGAILINNCSCTXUTVA
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.
John Sulhoff - Financial Advisor | TrueAdvisor