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CFP
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CFP

Larry Mosier

Ameriprise Financial Services, LLC
22 Years of Experience
Webster Groves, MO
Broker
View SEC Summary
View SEC Summary

Larry Mosier is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Webster Groves, MO, with 22 years of industry experience. Larry 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

8711 Watson Rd, Ste 105A, Webster Groves, MO, 63119-5100

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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 Activities

Larry owns Larry Mosier Dog Photography LLC and serves as Secretary on the board of Mosier. These activities each require minimal time and are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs 5 mos
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - May 2017 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2017 · 9 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
November 2003 - January 2008 · 4 yrs 2 mos
State Registrations4 states
ILMOVAWA
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.
More Advisors
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