Gerrilee Hartman
Gerrilee Hartman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lafayette, LA, with 20 years of industry experience. Gerrilee 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA, 70508
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Riversource Distributors, INC.Broker
State Farm Vp Management CORP.Broker
Riversource Distributors, INC.Broker
Thrivent Investment Management INC.Broker
Transamerica Capital, INC.Broker
Quasar Distributors, LLCBroker
Transamerica Capital, INC.Broker
State Registrations14 states
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