Peter Foreman
Peter Foreman is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Springfield, OH, with 23 years of industry experience. Peter 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
239 E Columbia St, Ste 100, Springfield, OH, 45503-4210
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Peter owns real estate, including multi-family apartments, and ADF Properties Ltd. He also serves on the board of directors for Foreman and on the finance committees for St. Joseph/St. Raphael Church and United Way, dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Valmark Securities, INC.Broker
State Registrations17 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.
Exams
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