RW
CFP
RW
CFP

Ryan Willaert

24 Years of Experience
Lake Elmo, MN
1 DisclosureBroker

Ryan Willaert is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Elmo, MN, with 24 years of industry experience. Ryan 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

8530 Eagle Point Blvd, Ste 225, Lake Elmo, MN, 55042-8652

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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
October 2002
Withdrawn
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2012 - Present · 13 yrs 7 mos
Ameriprise Financial Services, LLC
September 2001 - Present · 24 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2001 - Present · 24 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2006 - December 2010 · 4 yrs 2 mos
Ids Life Insurance CompanyBroker
September 2001 - July 2006 · 4 yrs 10 mos
State Registrations34 states
ALAZCACODCFLGAHIIAIDILKSKYLAMAMDMEMIMNMONCNDNENHNJNVOHORSDTNTXVirgin IslandsWAWI
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.
Ryan Willaert - Financial Advisor | TrueAdvisor