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Joel Galligan-Stierle

20 Years of Experience
Bel Air, MD
1 DisclosureBroker

Joel Galligan-Stierle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bel Air, MD, with 20 years of industry experience. Joel 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

Bel Air, MD

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History

Regulatory History (1)
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Customer Dispute
August 2011
Denied
Other Business Activities

Joel owns real estate properties and is the owner of Galligan-Stierle Management LLC, which manages an Ameriprise business. He also serves on the Membership Committee of the Center Club, dedicating a few hours per week to both activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2006 - Present · 20 yrs 6 mos
Ameriprise Financial Services, LLC
March 2006 - Present · 20 yrs 6 mos
Ameriprise Financial Services, LLCBroker
March 2006 - Present · 20 yrs 6 mos
State Registrations17 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.