GK
GK

George Kreuscher

23 Years of Experience
Southampton, NY
Broker

George Kreuscher is a registered investment advisor at Ameriprise Financial Services, LLC, based in Southampton, NY, with 23 years of industry experience. George 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

1673 County Road 39, Southampton, NY, 11968-5298

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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 2015 - Present · 10 yrs 10 mos
Ameriprise Financial Services, LLC
September 2015 - Present · 10 yrs 10 mos
Ameriprise Financial Services, LLCBroker
September 2015 - Present · 10 yrs 10 mos
Previous Registrations
Gilford Financial CORP.
March 2008 - September 2015 · 7 yrs 6 mos
Gilford Securities IncorporatedBroker
September 2006 - September 2015 · 9 yrs
Metlife Securities INC.Broker
July 2003 - September 2006 · 3 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
July 2003 - September 2006 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2002 - June 2003 · 11 mos
State Registrations20 states
ARAZCACTFLGAILINMANCNHNJNVNYORPASCTXVAWI
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.