Erin Ort
Erin Ort is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clear Lake, IA, with 23 years of industry experience. Erin 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
9 Plaza Dr Ste 6, Clear Lake, IA, 50428
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Erin is involved in several business ventures, including Keeling Management Group, LLC (since 2014, dedicating about 10-20% of her time), Integrity Point, LLC, and Ort Family Enterprises LLC (both starting in late 2024/early 2025, dedicating minimal time). These activities involve managing Ameriprise businesses and handling practice-related expenses.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations39 states
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.