AP
AP

Amanda Petri

18 Years of Experience
Minneapolis, MN
Broker

Amanda Petri is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 18 years of industry experience. Amanda 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.

Loading...

Location

2407 109th Ave NE Ste 210, Minneapolis, MN, 55449

Get directions

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.

Learn about disclosures →
Other Business Activities

Amanda is employed by May, Inc. since 2019. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLC
April 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC.
June 2016 - April 2019 · 2 yrs 10 mos
Thrivent Investment Management INC.Broker
May 2016 - April 2019 · 2 yrs 11 mos
Thrivent Investment Management INC.Broker
March 2007 - October 2011 · 4 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 2002 - March 2007 · 4 yrs 6 mos
Ids Life Insurance CompanyBroker
September 2002 - July 2006 · 3 yrs 10 mos
State Registrations14 states
AZCACOFLGAILINMAMDMNMORITXWI
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.