Kristi Vleck
Kristi Vleck is a registered investment advisor at Ameriprise Financial Services, LLC, based in West Linn, OR, with 24 years of industry experience. Kristi 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
1660 Willamette Falls Dr, West Linn, OR, 97068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristi owns a business and engages in consulting, spending minimal time on it. She also has outside employment with KVV Golden Rule Enterprises LLC, dedicating about 10-20% of her time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations17 states
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