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CFP
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CFP

David Budd

Ameriprise Financial Services, LLC
19 Years of Experience
Salem, OR
Broker
View SEC Summary
View SEC Summary

David Budd is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Salem, OR, with 19 years of industry experience. David 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

465 Division Street NE, Salem, OR, 97301-2437

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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

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
May 2024 - Present · 2 yrs 5 mos
Ameriprise Financial Services, LLCBroker
October 2023 - Present · 3 yrs
Ameriprise Financial Services, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Cetera Investment Services LLCBroker
March 2023 - March 2023 · 0 mos
Steward Partners Investment Solutions, LLCBroker
August 2017 - March 2023 · 5 yrs 7 mos
Steward Partners Investment Solutions, LLC
August 2017 - March 2023 · 5 yrs 7 mos
Bancwest Investment Services, INC.Broker
June 2012 - August 2017 · 5 yrs 2 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
June 2012 - August 2017 · 5 yrs 2 mos
Ims Capital Management
May 2011 - June 2012 · 1 yr 1 mo
Wells Fargo Advisors, LLC
January 2011 - May 2011 · 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2011 · 4 mos
Wells Fargo Investments, LLC
December 2006 - January 2011 · 4 yrs 1 mo
Wells Fargo Investments, LLCBroker
October 2006 - January 2011 · 4 yrs 3 mos
State Registrations5 states
CAMINVORWA
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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