Tara Showalter
Tara Showalter is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Ponte Vedra Beach, FL, with 22 years of industry experience. Tara 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
3102 Sawgrass Village Drive, Ponte Vedra Beach, FL, 32082-5037
Get directionsHistory
Regulatory History (1)
Criminal
November 1992Other Business Activities
Tara owns Tara Showalter LLC, established in 2020, for tax purposes only. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
State Registrations6 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.