Ted Himelhoch
Ted Himelhoch is a registered investment advisor at Ameriprise Financial Services, LLC, based in Swartz Creek, MI, with 25 years of industry experience. Ted 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Swartz Creek, MI
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2014Judgment / Lien
October 2010Other Business ActivitiesSells Insurance
Ted owns a business at 7058 Abbey Lane since January 2023 and is involved with OKL LLC since March 2024, dedicating about 10-20% of his time and 60 hours per month respectively. Ted also participates in a study group and writes questions for the State of Michigan Insurance exams, spending minimal time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations20 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.
Exams
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