TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Brian Singleton

Ameriprise Financial Services, LLC
21 Years of Experience
Idaho Falls, ID
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Singleton is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Idaho Falls, ID, with 21 years of industry experience. Brian 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

3729 Woodking Dr Ste 1, Idaho Falls, ID, 83404-4720

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Denied
Customer Dispute
November 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is an independent insurance broker, selling fixed annuities through Western United Life Assurance and Global Atlantic. He also co-owns Smart Horizons and owns Triple L Ventures, a pass-through entity for bonuses, dedicating minimal time to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2023 - Present · 3 yrs 1 mo
Ameriprise Financial Services, LLC
September 2023 - Present · 3 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLC
December 2009 - October 2023 · 13 yrs 10 mos
LPL Financial LLCBroker
June 2008 - October 2023 · 15 yrs 4 mos
CUNA Brokerage Services, INC.Broker
July 2006 - June 2008 · 1 yr 11 mos
Edward JonesBroker
October 2004 - May 2006 · 1 yr 7 mos
State Registrations18 states
ARAZCOIDILINKYMENDNHNVOKORUTWAWIWVWY
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.
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