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Ann Didonato

17 Years of Experience
Brookfield, WI
Broker

Ann Didonato is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 17 years of industry experience. Ann 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

300 N Corporate Dr Ste 100, Brookfield, WI, 53045

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2014 - Present · 11 yrs 8 mos
Ameriprise Financial Services, LLC
September 2014 - Present · 11 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2013 - July 2014 · 1 yr
Ameriprise Financial Services, INC.Broker
May 2013 - July 2014 · 1 yr 2 mos
Silver Leaf Partners, LLCBroker
January 2011 - May 2012 · 1 yr 4 mos
Silver Leaf Partners, LLCBroker
October 2008 - November 2010 · 2 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - December 2007 · 7 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2007 · 7 mos
Citicorp Investment Services
November 2006 - May 2007 · 6 mos
Citicorp Investment ServicesBroker
September 2006 - May 2007 · 8 mos
State Registrations26 states
AZCACODCFLGAIAILINKSKYMAMDMIMNMONCNMNYOHPATNTXVAWAWI
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.
Ann Didonato - Financial Advisor | TrueAdvisor