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Thaddeus Vannice

23 Years of Experience
Troy, MI
BrokerSells Insurance

Thaddeus Vannice is a registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 23 years of industry experience. Thaddeus 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.

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Location

101 W Big Beaver Rd, Ste 1400 Ofc 1431, Troy, MI, 48084-5295

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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 ActivitiesSells Insurance

Thaddeus is an independent insurance broker with Great American Life since 2013, and serves as Vice Chairman on the Board of Directors for Vannice. He also has outside employment with Michael Pohlod, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2009 - Present · 16 yrs 8 mos
Ameriprise Financial Services, LLC
September 2005 - Present · 20 yrs 10 mos
Ameriprise Financial Services, LLCBroker
September 2005 - Present · 20 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
January 2003 - September 2005 · 2 yrs 8 mos
Ids Life Insurance CompanyBroker
January 2003 - September 2005 · 2 yrs 8 mos
State Registrations20 states
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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.