TrueAdvisor
TrueAdvisor
AP
AP

Aaron Piatko

Ameriprise Financial Services, LLC
23 Years of Experience
Marietta, OH
1 DisclosureBroker
View SEC Summary
View SEC Summary

Aaron Piatko is a registered investment advisor at Ameriprise Financial Services, LLC, based in Marietta, OH, with 23 years of industry experience. Aaron 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
12908 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

200 Putnum St, Ste 606, Marietta, OH, 45750

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.
Regulatory
December 2001
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Aaron owns a single-family real estate property since 2012 and another business since 2014, dedicating minimal time to each. He is also the President of Piatko, dedicating minimal time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2005 - Present · 21 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
American Express Financial Advisors, INC.
August 2001 - October 2003 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
August 2001 - October 2003 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
August 2001 - October 2003 · 2 yrs 2 mos
State Registrations33 states
ARAZCACOFLGAHIIAIDILINKYLAMAMDMIMNMONCNJNMNVNYOHOKPASCTNTXUTVAWAWV
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.
More Advisors
More financial advisors in Marietta, OH →All financial advisors in Ohio →