Jason Stierman
Jason Stierman is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Clear Lake, IA, with 20 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
9 Plaza Dr Ste 6, Clear Lake, IA, 50428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns Keeling Management Group, LLC, used for practice expenses and capital building, dedicating about 10-20% of his time. He also co-owns Integrity Point, LLC and owns Crux Solutions LLC, both related to managing his Ameriprise business, spending minimal time on each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations12 states
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