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Whitney Streck

Ameriprise Financial Services, LLC
17 Years of Experience
Pensacola, FL
1 DisclosureBroker
View SEC Summary
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Whitney Streck is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pensacola, FL, with 17 years of industry experience. Whitney 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
—
View Full SEC Brochure

Location

4731 N 9th Ave, Pensacola, FL, 32503-2445

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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.
Customer Dispute
September 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Whitney owns and manages an Ameriprise business since April 2024. This investment-related activity takes about 10-20% of Whitney's time, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLCBroker
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLCBroker
May 2016 - November 2018 · 2 yrs 6 mos
LPL Financial LLC
May 2016 - November 2018 · 2 yrs 6 mos
Bbva Securities INC.Broker
May 2013 - May 2016 · 3 yrs
Bbva Wealth Solutions INC.
October 2011 - May 2016 · 4 yrs 7 mos
Bbva Compass Investment Solutions, INCBroker
September 2011 - May 2013 · 1 yr 8 mos
Raymond James & Associates, INC.
June 2010 - August 2011 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
July 2009 - August 2011 · 2 yrs 1 mo
State Registrations25 states
ALARAZCADCDEFLGAIAILKYLAMAMSNCNJOHORPASCTNTXUTWAWV
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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