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Joshua Strzelecki

Ameriprise Financial Services, LLC
18 Years of Experience
Madison, WI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Joshua Strzelecki is a registered investment advisor at Ameriprise Financial Services, LLC, based in Madison, WI, with 18 years of industry experience. Joshua 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

1110 Fourier Dr, Ste 100, Madison, WI, 53717-1949

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2017
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joshua is an independent insurance broker for AIG, selling term life insurance since 2021. He also serves as a board member for Strzelecki since 2012, and another board member role since 2023, dedicating a few hours per week to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2020 - Present · 6 yrs 1 mo
Ameriprise Financial Services, LLC
September 2020 - Present · 6 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
BMO Harris Financial Advisors, INC
November 2013 - September 2020 · 6 yrs 10 mos
BMO Harris Financial Advisors, INC.Broker
November 2013 - September 2020 · 6 yrs 10 mos
Ameriprise Financial Services, INC.
October 2008 - November 2013 · 5 yrs 1 mo
Ameriprise Financial Services, INC.Broker
September 2008 - November 2013 · 5 yrs 2 mos
State Registrations9 states
AZCODEFLILMNNCWAWI
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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