TrueAdvisor
TrueAdvisor
RW
RW

Russell Wilson

Ameriprise Financial Services, LLC
20 Years of Experience
Orlando, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Russell Wilson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orlando, FL, with 20 years of industry experience. Russell 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

200 E Robinson St, Ste 1200, Orlando, FL, 32801

Get directions

History

Regulatory History (1)
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.
Criminal
September 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLC
May 2012 - Present · 14 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
April 2005 - July 2011 · 6 yrs 3 mos
Ids Life Insurance CompanyBroker
April 2005 - July 2006 · 1 yr 3 mos
State Registrations7 states
FLGANCNYPATNWV
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.
More Advisors
More financial advisors in Orlando, FL →All financial advisors in Florida →