Brian Wells
Brian Wells is a registered investment advisor at Ameriprise Financial Services, LLC, based in Blanchard, OK, with 16 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Blanchard, OK
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Regulatory History
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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Brian owns multiple single-family real estate properties and Pine Tree Management, LLC, all deemed not investment-related. He is also an employee of Great Plains Investment Services, spending about a third of his time there, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & ReedBroker
Waddell & Reed
Farmers Financial Solutions, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations11 states
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