AP
CFP
AP
CFP

Abby Paslowski

23 Years of Experience
Erie, PA
BrokerSells Insurance

Abby Paslowski is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Erie, PA, with 23 years of industry experience. Abby 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 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
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Location

652 W 6th St, Erie, PA, 16507-1173

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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

Abby is an independent insurance broker for UPMC Health Plans and Highmark Blue Cross Blue Shield, and a member of Kingdom Advisory Services LLC, taking about a quarter of her time. She also teaches educational seminars on Medicare and assists in collecting tax data, dedicating minimal time to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2014 - Present · 12 yrs 4 mos
Ameriprise Financial Services, LLCBroker
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
August 2003 - May 2014 · 10 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
August 2003 - May 2006 · 2 yrs 9 mos
State Registrations14 states
ALAZCOFLGAINKYNCNYOHORPATXVA
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.
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