MK
MK

Marcin Kapral

17 Years of Experience
Schaumburg, IL
1 DisclosureBroker

Marcin Kapral is a registered investment advisor at Ameriprise Financial Services, LLC, based in Schaumburg, IL, with 17 years of industry experience. Marcin 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.

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
—
Loading...

Location

1375 E Woodfield Rd Ste 750, Schaumburg, IL, 60173

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2013
Other Business Activities

Marcin is a board of education member and an NDSEC board member since May 2023. Both activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2013 - Present · 13 yrs 2 mos
Ameriprise Financial Services, LLC
July 2013 - Present · 13 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
BMO Harris Financial Advisors, INC
January 2013 - July 2013 · 6 mos
BMO Harris Financial Advisors, INC.Broker
July 2012 - July 2013 · 1 yr
BMO Harris Financial Advisors, INC.Broker
November 2008 - December 2011 · 3 yrs 1 mo
State Registrations12 states
AZCAFLILINMINENYOKPASCTX
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.
More Advisors