SM
CFP
SM
CFP

Scott Mckinnie

15 Years of Experience
Southgate, MI
Broker

Scott Mckinnie is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Southgate, MI, with 15 years of industry experience. Scott 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

12455 Dix-Toledo Rd, Southgate, MI, 48195

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2019 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
November 2018 - July 2019 · 8 mos
Royal Alliance Associates, INC.
November 2018 - July 2019 · 8 mos
Signator Investors, INC.Broker
February 2018 - November 2018 · 9 mos
Signator Investors, INC.
February 2018 - November 2018 · 9 mos
PNC Investments
October 2016 - February 2018 · 1 yr 4 mos
PNC InvestmentsBroker
October 2016 - February 2018 · 1 yr 4 mos
Ameriprise Financial Services, INC.
August 2014 - October 2016 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 2014 - October 2016 · 2 yrs 2 mos
Fsc Securities CorporationBroker
January 2012 - August 2014 · 2 yrs 7 mos
First Allied Securities, INC.Broker
December 2009 - December 2010 · 1 yr
State Registrations5 states
FLMINMOHWI
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.