PS
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Patrick Sell

24 Years of Experience
Mankato, MN
Broker

Patrick Sell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mankato, MN, with 24 years of industry experience. Patrick 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.

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Location

1930 Premier Dr, Mankato, MN, 56001-5900

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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

Patrick manages an Ameriprise business since November 2023, dedicating about 10-20% of his time. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2017 - Present · 9 yrs 2 mos
Ameriprise Financial Services, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Deutsche Am Distributors, INC.Broker
June 2014 - January 2017 · 2 yrs 7 mos
Legg Mason Investor Services, LLCBroker
May 2007 - April 2014 · 6 yrs 11 mos
Riversource Distributors, INC.Broker
January 2007 - May 2007 · 4 mos
Ameriprise Financial Services, INC.Broker
August 2002 - January 2007 · 4 yrs 5 mos
UBS Painewebber INC.Broker
July 2001 - March 2002 · 8 mos
State Registrations21 states
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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.