SA
CFP
SA
CFP

Scott Anderson

22 Years of Experience
Jackson, MI
BrokerSells Insurance

Scott Anderson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Jackson, MI, with 22 years of industry experience. Scott 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

301 N Jackson St, Jackson, MI, 49201

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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

Scott is an independent insurance broker selling fixed annuities with Athene since May 2024. He also works for Comerica and Maestro Money Market, spending about a quarter of his time at Comerica and minimal time at Maestro.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Comerica SecuritiesBroker
September 2016 - November 2023 · 7 yrs 2 mos
Comerica Securities
September 2016 - November 2023 · 7 yrs 2 mos
Morgan Stanley
August 2011 - September 2016 · 5 yrs 1 mo
Morgan StanleyBroker
June 2009 - September 2016 · 7 yrs 3 mos
Citigroup Global Markets INC.Broker
August 2003 - June 2009 · 5 yrs 10 mos
State Registrations18 states
ALAZCACOFLGAILINMAMDMINMOHSCTXUTVAWV
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.