JB
JB

Jennifer Bessen

21 Years of Experience
Novi, MI
Broker

Jennifer Bessen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Novi, MI, with 21 years of industry experience. Jennifer 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

43155 Main St Ste 2200A, Novi, MI, 48375

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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 Activities

Jennifer owns a business and engages in consulting activities. She also works for Tax Planning Solutions, spending a few hours per week on each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2017 - Present · 8 yrs 9 mos
Ameriprise Financial Services, LLC
October 2017 - Present · 8 yrs 9 mos
Ameriprise Financial Services, LLCBroker
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
Hantz Financial Services, INC.
February 2011 - October 2017 · 6 yrs 8 mos
Hantz Financial Services, INC.Broker
August 2004 - October 2017 · 13 yrs 2 mos
State Registrations17 states
ALAZCADEFLGAILINMDMINVNYPASCTXVAVirgin Islands
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.