Jason Plank is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 23 years of industry experience. Jason 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
3601 Minnesota Dr, Ste 905, Edina, MN, 55435-5281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns Level 5 Strategic Partners LLC and Plank Holdings LLC to manage his Ameriprise business, and Plank Properties LLC for real estate. He also volunteers with BestPrep and Prepare and Prosper to provide financial literacy and answer financial questions, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations35 states
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