JS
CFP
JS
CFP

Julius Stender

18 Years of Experience
Fergus Falls, MN
1 DisclosureBrokerSells Insurance

Julius Stender is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Fergus Falls, MN, with 18 years of industry experience. Julius 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

120 S Vine St, Fergus Falls, MN, 56537-2519

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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.
Regulatory
July 2018
Final
Other Business ActivitiesSells Insurance

Julius is an independent insurance broker selling Medicare Supplement and health insurance, and also places health insurance coverage for clients. He also provides rental space through Stender Properties, manages an Ameriprise business through HP Operations, LLC, and coaches football and basketball at Hillcrest Lutheran Academy.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2022 - Present · 3 yrs 6 mos
Ameriprise Financial Services, LLC
November 2022 - Present · 3 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Thrivent Investment Management INC.
February 2012 - November 2022 · 10 yrs 9 mos
Thrivent Investment Management INC.Broker
May 2007 - November 2022 · 15 yrs 6 mos
State Registrations11 states
AZCOFLMNNDNJOKORSDTXWI
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.