Grant Melquist
Grant Melquist is a registered investment advisor at Ameriprise Financial Services, LLC, based in Blaine, MN, with 14 years of industry experience. Grant 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
Blaine, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant and his wife plan to rent out their real estate properties, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
American Enterprise Investment Services INC.
American Enterprise Investment Services INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations1 state
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