MV
MV

Meghan Villanueva

18 Years of Experience
Edina, MN
Broker

Meghan Villanueva is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 18 years of industry experience. Meghan 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

3601 Minnesota Dr, Ste 905, Edina, MN, 55435-5281

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2016 - Present · 9 yrs 9 mos
Ameriprise Financial Services, LLC
March 2016 - Present · 10 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Principal Funds Distributor, INC.Broker
March 2009 - February 2016 · 6 yrs 11 mos
Princor Financial Services Corporation
February 2008 - December 2010 · 2 yrs 10 mos
Princor Financial Services CorporationBroker
May 2007 - December 2010 · 3 yrs 7 mos
State Farm Vp Management CORP.Broker
November 2005 - January 2006 · 2 mos
State Registrations11 states
CAGAIAINMNNYPASCTXWAWI
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.
Meghan Villanueva - Financial Advisor | TrueAdvisor