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Brian Ohlinger

10 Years of Experience
St Charles, IL
Broker

Brian Ohlinger is a registered investment advisor at Ameriprise Financial Services, LLC, based in St Charles, IL, with 10 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
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

619 W Main St, St Charles, IL, 60174

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2022 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLC
December 2022 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Morgan Stanley
January 2016 - January 2023 · 7 yrs
Morgan StanleyBroker
January 2016 - January 2023 · 7 yrs
Country Capital Management CompanyBroker
September 2008 - November 2008 · 2 mos
State Registrations11 states
ALAZFLILMAMNMONCSCVAWI
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.
Brian Ohlinger - Financial Advisor | TrueAdvisor