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BA
CFP
BA
CFP

Brian Ailes

Ameriprise Financial Services, LLC
19 Years of Experience
Kalamazoo, MI
Broker
View SEC Summary
View SEC Summary

Brian Ailes is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Kalamazoo, MI, with 19 years of industry experience. Brian 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

155 W Michigan Ave, Ste 101, Kalamazoo, MI, 49007-3997

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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

Brian owns rental property with a tenant since 2022. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
October 2013 - Present · 13 yrs
The Huntington Investment CompanyBroker
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - March 2013 · 5 mos
Chase Investment Services CORP.Broker
December 2008 - October 2012 · 3 yrs 10 mos
Hantz Financial Services, INC.Broker
May 2007 - October 2008 · 1 yr 5 mos
State Registrations14 states
AZCTFLINMAMDMIMOOHPATNTXWAWI
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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