TR
CFP
TR
CFP

Tamara Radice

23 Years of Experience
Midvale, UT
Broker

Tamara Radice is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Midvale, UT, with 23 years of industry experience. Tamara 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

7730 Union Park Ave Ste 300, Midvale, UT, 84047

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 →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2025 - Present · 6 mos
Ameriprise Financial Services, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Edward Jones
January 2007 - November 2025 · 18 yrs 10 mos
Edward JonesBroker
December 2002 - November 2025 · 22 yrs 11 mos
State Registrations25 states
ALARAZCACOFLHIIDKSMAMNMONCNDNMNVOHPATNTXUTVAWAWVWY
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.