DZ
CFP
DZ
CFP

Dedra Zwieg

21 Years of Experience
Parkers Prairie, MN
Broker

Dedra Zwieg is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Parkers Prairie, MN, with 21 years of industry experience. Dedra 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

104 S Otter Ave, Box 187, Parkers Prairie, MN, 56361

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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

Dedra is a board member for Zwieg since 2012, dedicating minimal time. She is also involved with the Alexandria Area Arts Association Community Theatre, spending about 10-20% of her time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2013 - Present · 12 yrs 11 mos
Ameriprise Financial Services, LLC
August 2005 - Present · 21 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations3 states
MNNDOR
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.