Brian Coleman
Brian Coleman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Marquette, MI, with 17 years of industry experience. Brian 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
1140 W. Washington St., Marquette, MI, 49855-4040
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Judgment / Lien
August 2016Other Business Activities
Brian works as a financial advisor at Incredible Bank since February 2023. This investment-related activity requires about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Planmember Securities Corporation
Planmember Securities CorporationBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.