Samantha Magnuson
Samantha Magnuson is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Lakeville, MN, with 19 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,909 clients with $460B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbia Management's investment management fees are generally based on a percentage of the value of your portfolio. Fees are billed quarterly. The firm may negotiate different fees for different accounts based on factors like the size of the account and the services provided.
Location
Lakeville, MN
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Samantha is the owner/proprietor of G and L LLC, a rental property, since 2022. She dedicates minimal time to this activity.
Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.
Columbia Management Investment Distributors, INC.Broker
Previous Registrations
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Riversource Fund Distributors, INC.Broker
Riversource Distributors, INC.Broker
Riversource Investments
Citigroup Global Markets INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
State Registrations53 states
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.