AM
CFP
AM
CFP

Amber Meyer

20 Years of Experience
Grafton, ND
3 DisclosuresBroker

Amber Meyer is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Grafton, ND, with 20 years of industry experience. Amber 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

1245 Lawler Ave, Grafton, ND, 58237-1762

Get directions

History

Regulatory History (3)
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.
Customer Dispute
August 2006
Closed-No Action
Criminal
July 1995
Final Disposition
Criminal
February 1995
Final Disposition
Other Business Activities

Amber owns a tax preparation business and serves as president of Meyer and vice president of Meyer. She also works for HP Operations, LLC, dedicating about a quarter of her time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2006 - Present · 20 yrs
Ameriprise Financial Services, LLC
April 2006 - Present · 20 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
Wells Fargo Investments, LLC
October 2005 - April 2006 · 6 mos
Wells Fargo Investments, LLCBroker
July 2005 - April 2006 · 9 mos
State Registrations5 states
AKAZFLMNND
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.
Amber Meyer - Financial Advisor | TrueAdvisor