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Nicholas Krenz

15 Years of Experience
Boulder, CO
Broker

Nicholas Krenz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boulder, CO, with 15 years of industry experience. Nicholas 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

1738 Pearl St Suite 300, Boulder, CO, 80302-5525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicholas owns a single-family real estate property since 2022. He is also a co-owner of Normark, LLC, managing the Ameriprise business and dedicating a few hours per week to this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2017 - Present · 9 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2017 - Present · 9 yrs 1 mo
Ameriprise Financial Services, LLC
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2014 - April 2017 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2014 - April 2017 · 2 yrs 10 mos
Ameriprise Financial Services, INC.
September 2013 - June 2014 · 9 mos
Ameriprise Financial Services, INC.Broker
September 2013 - June 2014 · 9 mos
Thrivent Investment Management INC.Broker
September 2010 - September 2013 · 3 yrs
Thrivent Investment Management INC.
September 2010 - September 2013 · 3 yrs
State Registrations33 states
AKALAZCACOCTFLIAIDILINKSKYLAMAMIMNMOMTNCNENMNVNYOHORPASDTXVAWAWIWY
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.
Nicholas Krenz - Financial Advisor | TrueAdvisor