Emily Poulliard-Becherer
Emily Poulliard-Becherer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Springfield, IL, with 18 years of industry experience. Emily 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
993 Clocktower Dr, Ste B, Springfield, IL, 62704
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Regulatory History (1)
Financial
August 2019Other Business Activities
Emily is the Director of Operations at DDC Inc. She spends approximately 60 hours per month on this activity, which is less than half her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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
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