David Budd is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Salem, OR, with 18 years of industry experience. David 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
465 Division Street NE, Salem, OR, 97301-2437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns rental real estate and a hobby business called "Saw Life Differently". He also serves as a board member for Budd, dedicating a few hours per week to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Ims Capital Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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.