AP
AP

Andrea Peine

20 Years of Experience
Wichita, KS
Broker

Andrea Peine is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wichita, KS, with 20 years of industry experience. Andrea 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

8621 E 21st St, Ste 170, Wichita, KS, 67206

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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

Andrea is a board member for Peine, starting in January 2025. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2011 - Present · 14 yrs 7 mos
Ameriprise Financial Services, LLC
October 2011 - Present · 14 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2011 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2011 · 2 yrs
Banc of America Investment Services, INC.
October 2005 - October 2009 · 4 yrs
Banc of America Investment Services, INC.Broker
August 2005 - October 2009 · 4 yrs 2 mos
State Registrations39 states
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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.