Joseph Shankwitz
Joseph Shankwitz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clearwater, FL, with 19 years of industry experience. Joseph 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
2189 Cleveland St Ste 205, Clearwater, FL, 33765
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2017Other Business Activities
Joseph owns a retail business since August 2023, dedicating about 10-20% of his time to it. He spends minimal time on this activity during trading hours, and it is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations14 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.