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AS
CFP
AS
CFP

Anthony Schuster

Ameriprise Financial Services, LLC
23 Years of Experience
Excelsior, MN
Broker
View SEC Summary
View SEC Summary

Anthony Schuster is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Excelsior, MN, with 23 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

378 Oak St Ste 200, Excelsior, MN, 55331-3090

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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.

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Other Business Activities

Anthony is involved with WDA, Inc. This investment-related activity takes about a quarter of his time, both during and outside of trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2011 - Present · 14 yrs 11 mos
Ameriprise Financial Services, LLCBroker
January 2009 - Present · 17 yrs 9 mos
Ameriprise Financial Services, LLC
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.Broker
December 2002 - January 2009 · 6 yrs 1 mo
State Registrations34 states
AZCACOCTDCFLGAIAIDILINLAMAMDMEMIMNMOMTNCNDNENHNVNYOHOKORSCSDTXWAWIWY
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.
More Advisors
More financial advisors in Excelsior, MN →All financial advisors in Minnesota →