EI
EI

Eric Ingmire

15 Years of Experience
Lake Oswego, OR
Broker

Eric Ingmire is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Oswego, OR, with 15 years of industry experience. Eric 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

17040 Pilkington Rd Ste 212, Lake Oswego, OR, 97035

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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

Eric is involved in an outside employment activity with TPFC since 2021. This activity is investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2022 - Present · 4 yrs 3 mos
Ameriprise Financial Services, LLC
November 2011 - Present · 14 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Symetra Investment Services, INC.
January 2011 - July 2011 · 6 mos
Symetra Investment Services, INC.Broker
January 2011 - July 2011 · 6 mos
Waddell & Reed, INC.
December 2009 - November 2010 · 11 mos
Waddell & Reed, INC.Broker
November 2009 - November 2010 · 1 yr
State Registrations10 states
AZCACOFLMDMEMNORTXWA
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.
Eric Ingmire - Financial Advisor | TrueAdvisor