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Debra Biersteker

19 Years of Experience
Hobart, WI
Broker

Debra Biersteker is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hobart, WI, with 19 years of industry experience. Debra 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

1200 Centennial Centre Blvd, Ste 200, Hobart, WI, 54155-8997

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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
November 2021 - Present · 4 yrs 6 mos
Ameriprise Financial Services, LLC
November 2021 - Present · 4 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - November 2021 · 10 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2021 · 10 yrs 10 mos
Wells Fargo Investments, LLC
January 2008 - January 2011 · 3 yrs
Wells Fargo Investments, LLCBroker
August 2006 - January 2011 · 4 yrs 5 mos
State Registrations6 states
ARAZFLMNNCWI
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.