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Jeffrey Strickland

20 Years of Experience
Red Wing, MN
BrokerSells Insurance

Jeffrey Strickland is a registered investment advisor at Ameriprise Financial Services, LLC, based in Red Wing, MN, with 20 years of industry experience. Jeffrey 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

210 Tyler Rd N, Red Wing, MN, 55066

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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

Jeffrey is an independent insurance broker, representing companies such as The Standard, Cincinnati Insurance Co, and OneAmerica. He has been brokering insurance since 2016.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
September 2017 - Present · 8 yrs 8 mos
Ameriprise Financial Services, LLC
September 2017 - Present · 8 yrs 8 mos
Ameriprise Financial Services, LLC
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - September 2017 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - September 2017 · 6 yrs 8 mos
Wells Fargo Investments, LLC
June 2010 - January 2011 · 7 mos
Wells Fargo Investments, LLCBroker
April 2010 - January 2011 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
September 2005 - April 2010 · 4 yrs 7 mos
State Registrations13 states
AZCOFLILLAMAMNNCOKSDTXWAWI
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.