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CFP

Katie Millar

Ameriprise Financial Services, LLC
20 Years of Experience
Frankfort, IL
Broker
View SEC Summary
View SEC Summary

Katie Millar is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Frankfort, IL, with 20 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

32 W Nebraska St, Suite 1B, Frankfort, IL, 60423-1802

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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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Other Business Activities

Katie owns KFM Properties LLC and manages her Ameriprise business. She also serves on the advisory board for Millar in Northbrook, IL, and as a board member for Millar in Crown Point, IN and Joliet, IL, dedicating a few hours per week to each role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLC
September 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
October 2012 - September 2021 · 8 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2012 - September 2021 · 8 yrs 11 mos
Edward Jones
August 2007 - October 2012 · 5 yrs 2 mos
Edward JonesBroker
August 2006 - October 2012 · 6 yrs 2 mos
State Registrations34 states
ALARAZCACOCTDCFLGAIAILINKSKYLAMAMIMNMOMTNCNHNJNVOHPASCTNTXUTVAWAWIWY
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.
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