Lisa Tuttle is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 19 years of industry experience. Lisa 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
200 Southdale Center, Edina, MN, 55435-5999
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a co-owner of Great Service Model LLC and Excellent Management Model LLC, both related to managing her Ameriprise business, dedicating a few hours per week to each. She is also the President of Tuttle, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations19 states
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