SP
SP

Suzanne Pilger

22 Years of Experience
Wisconsin Rapids, WI
1 DisclosureBroker

Suzanne Pilger is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wisconsin Rapids, WI, with 22 years of industry experience. Suzanne 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

111 24th Street S, Ste 101, Wisconsin Rapids, WI, 54494-1907

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History

Regulatory History (1)
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Regulatory
October 2009
Final
Other Business Activities

Suzanne is a board member for two organizations since 2011 and 2021, respectively. She dedicates minimal time to each role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2010 - Present · 15 yrs 7 mos
Ameriprise Financial Services, LLCBroker
April 2003 - Present · 23 yrs 1 mo
Ameriprise Financial Services, LLC
April 2003 - Present · 23 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
April 2003 - November 2009 · 6 yrs 7 mos
Ids Life Insurance CompanyBroker
April 2003 - July 2006 · 3 yrs 3 mos
State Registrations1 state
WI
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.
Suzanne Pilger - Financial Advisor | TrueAdvisor