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Brian Howland

Ameriprise Financial Services, LLC
18 Years of Experience
Cincinnati, OH
1 DisclosureBroker
View SEC Summary
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Brian Howland is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cincinnati, OH, with 18 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

11145 Reading Rd, Cincinnati, OH, 45241

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2011
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian serves as Treasurer for Howland and is involved with Solomon Professional Services, LLC. His role at Howland requires minimal time, while his work at Solomon Professional Services takes approximately 60 hours per month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2012 - Present · 14 yrs 9 mos
Ameriprise Financial Services, LLC
January 2012 - Present · 14 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
PNC InvestmentsBroker
November 2009 - March 2011 · 1 yr 4 mos
PNC Investments
November 2009 - March 2011 · 1 yr 4 mos
Natcity Investments, INC.
November 2008 - November 2009 · 1 yr
Natcity Investments, INC.Broker
November 2008 - November 2009 · 1 yr
Edward Jones
May 2007 - September 2008 · 1 yr 4 mos
Edward JonesBroker
March 2007 - September 2008 · 1 yr 6 mos
State Registrations24 states
AKAZCACOFLGAILINKYLAMIMNMONCNYOHPASCTNTXUTVAWAWI
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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