KC
KC

Karl Campbell

24 Years of Experience
Columbia, MD
1 DisclosureBrokerSells Insurance

Karl Campbell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbia, MD, with 24 years of industry experience. Karl 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

6700 Alexander Bell Dr, Ste 200, Columbia, MD, 21046-2105

Get directions

History

Regulatory History (1)
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
June 2008
Denied
Other Business ActivitiesSells Insurance

Karl is an independent insurance broker with Carefirst and United HealthCare since 2013. He also has outside employment at SpringHill Marriott (since 2007, no trading hours, about a third of his time) and Costwatch Group (dormant company, minimal time).

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2001 - Present · 24 yrs 9 mos
Ameriprise Financial Services, LLC
September 2001 - Present · 24 yrs 10 mos
Ameriprise Financial Services, LLCBroker
September 2001 - Present · 24 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
September 2001 - July 2006 · 4 yrs 10 mos
State Registrations14 states
CADCFLMDMIMNMONCNMOHPATXVAWV
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.
Karl Campbell - Financial Advisor | TrueAdvisor