TrueAdvisor
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CY
ChFC
CY
ChFC

Courtney Yartz

Ameriprise Financial Services, LLC
15 Years of Experience
Louisville, KY
Broker
View SEC Summary
View SEC Summary

Courtney Yartz is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Louisville, KY, with 15 years of industry experience. Courtney 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

9405 Mill Brook Rd Ste 101, Louisville, KY, 40223

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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

Courtney owns a business and is also employed by DMD Services, Inc. Courtney spends a few hours per week on the business and about a quarter of their time at DMD Services.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2011 - Present · 15 yrs 2 mos
Ameriprise Financial Services, LLC
May 2011 - Present · 15 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2011 - Present · 15 yrs 5 mos
State Registrations28 states
AKALARAZCACOFLGAILINKYMAMIMOMSNCNHNVNYOHORPARISCTNTXVAWA
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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