Karin Holder
Karin Holder is a registered investment advisor at Ameriprise Financial Services, LLC, based in Johnston, IA, with 21 years of industry experience. Karin 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
5435 NW 100th St Ste 300, Johnston, IA, 50131
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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.
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Karin owns commercial real estate and wooded acreage, and is involved in real estate management. She also co-founded Holder, Karin B, is a board member, treasurer, and is the president of Karin Holder, LLC, dedicating minimal time to these roles, and is a book author and involved with Karin Holder Ministries.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 states
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