Candice Baumler
Candice Baumler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charlotte, NC, with 23 years of industry experience. Candice 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3125 Springbank Ln Ste H, Charlotte, NC, 28226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Candice owns multiple real estate properties, including a multi-family residence, land, and commercial property. She is also a co-owner of Heights Land Management, which owns the Heights Pub and Parlor, and works as an assistant volleyball coach for One Wisconsin Volleyball Club and Oconto Falls School District, and is an employee of Saphire Management.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 states
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