Annie Kruzel
Annie Kruzel is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Carmel, IN, with 18 years of industry experience. Annie 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1155 S Rangeline Rd Ste 140, Carmel, IN, 46032-3771
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2018Customer Dispute
April 2014Criminal
January 2010Employment History
Current Registrations
Ameriprise Financial Services, LLC
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
Chase Investment Services CORP.Broker
State Registrations15 states
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
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