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Stacy Dammann

16 Years of Experience
Glencoe, MN
1 DisclosureBroker

Stacy Dammann is a registered investment advisor at Ameriprise Financial Services, LLC, based in Glencoe, MN, with 16 years of industry experience. Stacy 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

703 11th St E, Glencoe, MN, 55336

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History

Regulatory History (1)
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Financial
November 2019
Final
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2009 - December 2009 · 11 mos
LPL Financial CorporationBroker
July 2008 - December 2009 · 1 yr 5 mos
State Registrations11 states
AZCACTFLIAMNMTSDTNTXWI
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.