DM
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Deborah Meitzler

19 Years of Experience
Akron, OH
Broker

Deborah Meitzler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Akron, OH, with 19 years of industry experience. Deborah 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

3333 Massillon Rd Ste 110, Akron, OH, 44312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Morgan StanleyBroker
April 2017 - September 2019 · 2 yrs 5 mos
Morgan Stanley
April 2017 - September 2019 · 2 yrs 5 mos
Ameriprise Financial Services, INC.
January 2015 - August 2015 · 7 mos
Ameriprise Financial Services, INC.
September 2012 - December 2014 · 2 yrs 3 mos
Ameriprise Financial Services, INC.Broker
September 2012 - August 2015 · 2 yrs 11 mos
Unionbanc Investment Services, LLC
April 2010 - October 2012 · 2 yrs 6 mos
Unionbanc Investment Services, LLCBroker
March 2010 - October 2012 · 2 yrs 7 mos
Vision Investment Services, INC.Broker
November 2005 - February 2010 · 4 yrs 3 mos
Northern Trust Securities, INC.Broker
November 2005 - March 2010 · 4 yrs 4 mos
Citicorp Investment ServicesBroker
December 2004 - November 2005 · 11 mos
State Registrations3 states
ILINOH
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.