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CFP
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CFP

Thomas Steidl

Ameriprise Financial Services, LLC
17 Years of Experience
Alexandria, MN
Broker
View SEC Summary
View SEC Summary

Thomas Steidl is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Alexandria, MN, with 17 years of industry experience. Thomas 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

817 Broadway St, Alexandria, MN, 56308

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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

Thomas is involved in several outside business activities, including business ownership, serving on the board of directors for Steidl, and providing pro bono CFP work through the Angel Foundation and Coordinated Assistance Network. These activities each take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2014 - Present · 12 yrs
Ameriprise Financial Services, LLC
October 2014 - Present · 12 yrs
Ameriprise Financial Services, LLCBroker
October 2014 - Present · 12 yrs
Previous Registrations
Allianz Life Financial Services, LLCBroker
January 2010 - October 2014 · 4 yrs 9 mos
Ameriprise Financial Services, INC.Broker
April 2009 - November 2009 · 7 mos
State Registrations14 states
AZCOFLILKYMNNDOHORSDTXVAWAWI
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.
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