BE
BE

Braden Ellis

18 Years of Experience
Edina, MN
BrokerSells Insurance

Braden Ellis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 18 years of industry experience. Braden 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.

Loading...

Location

7701 France Ave S Ste 675, Edina, MN, 55435

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Braden is an independent insurance broker with Mass Mutual since 2018 and Guardian Life Insurance since 2019, selling disability income. He also has a commission-splitting arrangement with Hegarty Consulting for referred health insurance, dedicating minimal time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2019 - Present · 7 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2019 - Present · 7 yrs 2 mos
Ameriprise Financial Services, LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Valmark Securities, INC.Broker
February 2015 - March 2019 · 4 yrs 1 mo
Boulay Financial Advisors, LLC
August 2014 - July 2019 · 4 yrs 11 mos
1st Global Capital CORP.Broker
April 2014 - February 2015 · 10 mos
Park Avenue Securities LLC
January 2014 - March 2014 · 2 mos
Park Avenue Securities LLCBroker
February 2008 - March 2014 · 6 yrs 1 mo
State Registrations13 states
AZCACOFLIALAMNNDNYTNTXWIWY
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.
Braden Ellis - Financial Advisor | TrueAdvisor