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Marcin Kapral

16 Years of Experience
Schaumburg, IL
1 DisclosureBroker

Marcin Kapral is a registered investment advisor at Ameriprise Financial Services, LLC, based in Schaumburg, IL, with 16 years of industry experience. Marcin 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

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

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History

Regulatory History (1)
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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 1 mo
Ameriprise Financial Services, LLC
July 2013 - Present · 13 yrs 2 mos
Ameriprise Financial Services, LLCBroker
July 2013 - Present · 13 yrs 2 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 Registrations10 states
AZCAFLILINMINENYSCTX
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.
Marcin Kapral - Financial Advisor | TrueAdvisor