JN
CFP
JN
CFP

John Nielsen

24 Years of Experience
Fort Dodge, IA
Broker

John Nielsen is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Dodge, IA, with 24 years of industry experience. John 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

Fort Dodge, IA

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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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Other Business Activities

John works as an Associate Financial Advisor for FISH20, LLC since November 2024. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
December 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Nielsen Financial Management, INC.
March 2018 - November 2024 · 6 yrs 8 mos
Visionpoint Advisory Group
January 2018 - June 2018 · 5 mos
LPL Financial LLCBroker
March 2015 - August 2019 · 4 yrs 5 mos
Visionpoint Advisory Group
March 2015 - December 2017 · 2 yrs 9 mos
Ameriprise Financial Services, INC.
May 2002 - March 2015 · 12 yrs 10 mos
Ameriprise Financial Services, INC.Broker
November 2001 - March 2015 · 13 yrs 4 mos
Ids Life Insurance CompanyBroker
November 2001 - July 2006 · 4 yrs 8 mos
State Registrations4 states
COFLIANV
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.