Rebecca Garvey
Rebecca Garvey is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rockford, MI, with 16 years of industry experience. Rebecca 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
Rockford, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca owns commercial real estate since January 2025 and is the owner of Fiducia Wealth Partners, managing the Ameriprise business since February 2025. Managing the Ameriprise business takes a few hours per week, both during and outside of trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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