Roger Loo
Roger Loo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Rapids, MI, with 21 years of industry experience. Roger 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
2851 Charlevoix Dr, Ste 200, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2009Customer Dispute
July 2008Criminal
March 2001Other Business ActivitiesSells Insurance
Roger is an independent insurance broker with Blue Cross Blue Shield since 2012 and owns another business since 2018. He spends minimal time on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations10 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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